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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
Julia Bonafede (CRD# 2611534) is an Investment Advisor Representative working at Jobs Peak Advisors in Gardnerville, NV and has 1 year 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.
Daniel Bowler (CRD# 2740321) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carson City, NV and has over 27 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.
David Brady (CRD# 1736025) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 36 years of experience in the finance industry. David Brady 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.
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.
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
Tim Buscher (CRD# 1369454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 38 years of experience in the finance industry.
Sean Casey (CRD# 1888846) is an Investment Advisor Representative working at D.a. Davidson & Company in Stateline, NV and has over 35 years of experience in the finance industry.
Timothy Cleveland (CRD# 5711012) is an Investment Advisor Representative working at Edward Jones in Minden, NV and has over 13 years of experience in the finance industry.