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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
Michelle Delgado (CRD# 5474290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun Lakes, AZ and has over 16 years of experience in the finance industry.
Richard Forscutt (CRD# 5961340) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sun Lakes, AZ and has over 12 years of experience in the finance industry.
Charles Gilligan (CRD# 1910217) is an Investment Advisor Representative working at Financial Transparency in Sun Lakes, AZ and has over 21 years of experience in the finance industry.
Christine Lobdell Raney (CRD# 4854264) is an Investment Advisor Representative working at Edward Jones in Sun Lakes, AZ and has over 19 years of experience in the finance industry.
Donald Morgan (CRD# 4420158) is an Investment Advisor Representative working at Morgan Consulting, Inc. in Sun Lakes, AZ and has over 22 years of experience in the finance industry.
Steven Netzel (CRD# 2863170) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has over 15 years of experience in the finance industry.
Stephen Phair (CRD# 6299504) is an Investment Advisor Representative working at Edward Jones in Sun Lakes, AZ and has over 9 years of experience in the finance industry.
Kurt Rohrs (CRD# 4435254) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sun Lakes, AZ and has over 22 years of experience in the finance industry. Kurt Rohrs 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.
Leonard Templeton (CRD# 810305) is an Investment Advisor Representative working at Templeton Financial Services Inc. in Sun Lakes, AZ and has over 43 years of experience in the finance industry.
Eric Gauthier (CRD# 7622134) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has 1 year of experience in the finance industry.