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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
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher 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.
Talia Allen (CRD# 7676995) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has 1 year of experience in the finance industry.
Michael Briscoe (CRD# 7324958) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 2 years of experience in the finance industry.
Ashley Chambers (CRD# 6641483) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lena, IL and has over 4 years of experience in the finance industry.
Jacob Dillenburg (CRD# 6722914) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, WI and has over 5 years of experience in the finance industry.
Tricia Holdgrafer (CRD# 6755543) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, IA and has over 6 years of experience in the finance industry.
Michael Mancini (CRD# 5912640) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, WI and has over 8 years of experience in the finance industry.
Jason Mlakar (CRD# 7125355) is an Investment Advisor Representative working at Lpl Financial LLC in Shannon, IL and has over 4 years of experience in the finance industry.
Robert Page (CRD# 7127428) is an Investment Advisor Representative working at Edward Jones in Monroe, WI and has over 4 years of experience in the finance industry.
Kirk Pearson (CRD# 4537924) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lanark, IL and has over 21 years of experience in the finance industry.