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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
Carol Nussbaumer (CRD# 5781104) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 13 years of experience in the finance industry.
Marc O'brien (CRD# 350478) is an Investment Advisor Representative working at Planmember Securities Corporation in Genoa, NV and has over 15 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.
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.
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.
Megan Phillips (CRD# 5717234) is an Investment Advisor Representative working at D.a. Davidson & Company in Minden, NV and has over 14 years of experience in the finance industry.
William Planeta (CRD# 2184516) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 32 years of experience in the finance industry.
Michelle Portney (CRD# 1187269) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, NV and has over 38 years of experience in the finance industry.
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.