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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 Birrell (CRD# 4354804) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Peoria, AZ and has over 22 years of experience in the finance industry.
Abe Bochner (CRD# 1882472) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 35 years of experience in the finance industry. Abe Bochner 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.
Richard Bolek (CRD# 2142497) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sun City West, AZ and has over 33 years of experience in the finance industry. Richard Bolek 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.
David Bonar (CRD# 6458600) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
Ross Bonifield (CRD# 3074157) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry.
Darin Bourgeois (CRD# 2954279) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has over 26 years of experience in the finance industry.
Tyler Boxwell (CRD# 6747893) is an Investment Advisor Representative working at Edward Jones in Glendale, AZ and has over 7 years of experience in the finance industry.
John Braden (CRD# 6493953) is an Investment Advisor Representative working at Edward Jones in Sun City West, AZ and has over 8 years of experience in the finance industry.
Stanley Brase (CRD# 860499) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Peoria, AZ and has over 33 years of experience in the finance industry.
Jason Braunstein (CRD# 2571819) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, AZ and has over 29 years of experience in the finance industry.