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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
Kevin Paul (CRD# 2688704) is an Investment Advisor Representative working at Lpl Financial LLC in Soda Springs, CA and has over 28 years of experience in the finance industry.
Lee Abramovitz (CRD# 2489311) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Stateline, NV and has over 29 years of experience in the finance industry.
Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry. Erin Anderson 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.
William Austin (CRD# 4227966) is an Investment Advisor Representative working at Commonwealth Financial Network in Truckee, CA and has over 23 years of experience in the finance industry. William Austin 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.
James Bacigalupi (CRD# 1344914) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 37 years of experience in the finance industry.
Arthur Barzilay (CRD# 838347) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Crystal Bay, NV and has over 40 years of experience in the finance industry.
Michael Battey (CRD# 2952452) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 12 years of experience in the finance industry.
John Bowers (CRD# 5436695) is an Investment Advisor Representative working at Bowers Wealth Management, Inc. in Glenbrook, NV and has over 16 years of experience in the finance industry.
Paul Boyd (CRD# 1745529) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Carnelian Bay, CA and has over 36 years of experience in the finance industry.
Adam Brinkley-Svanberg (CRD# 6327849) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 9 years of experience in the finance industry.