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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Samara Terrill (CRD# 5837740) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 13 years of experience in the finance industry.
Patrick Thornton (CRD# 1303844) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 39 years of experience in the finance industry.
Andrew Todd (CRD# 4978259) is an Investment Advisor Representative working at Mml Investors Services, LLC in Reno, NV and has over 18 years of experience in the finance industry.
Christopher Vargas (CRD# 3150682) is an Investment Advisor Representative working at Lpl Financial LLC in Reno, NV and has over 25 years of experience in the finance industry.
Trudy Veach (CRD# 4802150) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fallon, NV and has over 19 years of experience in the finance industry.
Michael Vilardi (CRD# 4384605) is an Investment Advisor Representative working at Lpl Financial LLC in Reno, NV and has over 22 years of experience in the finance industry.
Belena Vincetti (CRD# 5207515) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 17 years of experience in the finance industry. Belena Vincetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Waldron (CRD# 6239342) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 10 years of experience in the finance industry.
Mitchell Weiman (CRD# 2006762) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 33 years of experience in the finance industry.
Marian White (CRD# 1805352) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 36 years of experience in the finance industry. Marian White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.