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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
Katherine Clausen (CRD# 6747933) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 3 years of experience in the finance industry.
Hunter Drost (CRD# 7349472) is an Investment Advisor Representative working at Edward Jones in Fallon, NV and has over 3 years of experience in the finance industry.
Janjilla Erickson (CRD# 6515871) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has 1 year of experience in the finance industry.
Jason Gaunt (CRD# 3159542) is an Investment Advisor Representative working at Independent Financial Group, LLC in Reno, NV and has over 4 years of experience in the finance industry. Jason Gaunt 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.
David Hoffman (CRD# 7660257) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has 1 year of experience in the finance industry.
Tayler Kottinger (CRD# 7379027) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reno, NV and has over 2 years of experience in the finance industry.
Elise Levy (CRD# 7424847) is an Investment Advisor Representative working at Mariner Independent in Reno, NV and has over 2 years of experience in the finance industry.
Renae Lindberg (CRD# 7192625) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 4 years of experience in the finance industry.
William McCormick (CRD# 2395361) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has 1 year of experience in the finance industry.
Cody McDonald (CRD# 7192020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reno, NV and has over 4 years of experience in the finance industry.