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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
Michael Murphy (CRD# 2109682) is an Investment Advisor Representative working at Edward Jones in Truckee, CA and has over 33 years of experience in the finance industry.
William Palmer (CRD# 6134086) is an Investment Advisor Representative working at Edward Jones in Reno, NV and has over 11 years of experience in the finance industry.
Ted Parkhill (CRD# 3025655) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 21 years of experience in the finance industry.
Lisa Petrie (CRD# 1251631) is an Investment Advisor Representative working at Wells Fargo Advisors in Incline Village, NV and has over 40 years of experience in the finance industry. Lisa Petrie 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.
Karen Pride (CRD# 4042499) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 24 years of experience in the finance industry.
Marc Rancourt (CRD# 5844753) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 13 years of experience in the finance industry.
Mark Reichhelm (CRD# 2171996) is an Investment Advisor Representative working at Lpl Financial LLC in Incline Village, NV and has over 28 years of experience in the finance industry.
Mark Rubinstein (CRD# 1535991) is an Investment Advisor Representative working at Global Retirement Partners LLC in Incline Village, NV and has over 33 years of experience in the finance industry.
Margaret Rust (CRD# 2282941) is an Investment Advisor Representative working at Rubey & Rust Capital Management, LLC in Crystal Bay, NV and has over 31 years of experience in the finance industry.
Cobb Sadler (CRD# 4225742) is an Investment Advisor Representative working at Catamount Strategic Advisors, LLC in Incline Village, NV and has over 22 years of experience in the finance industry.