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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
Bret Hoffman (CRD# 5619349) is an Investment Advisor Representative working at Green Peaks Planning in Surprise, AZ and has over 15 years of experience in the finance industry.
Nancy Huynh (CRD# 4924665) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Surprise, AZ and has over 6 years of experience in the finance industry.
Shane Irvine (CRD# 5117736) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Surprise, AZ and has over 17 years of experience in the finance industry.
Michele Kisenwether (CRD# 5712500) is an Investment Advisor Representative working at Primerica Advisors in Surprise, AZ and has over 14 years of experience in the finance industry.
Brandon Klippel (CRD# 5598023) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 15 years of experience in the finance industry.
Karen Koenig (CRD# 6504035) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Surprise, AZ and has over 8 years of experience in the finance industry.
Michael Larkin (CRD# 3204174) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Surprise, AZ and has over 25 years of experience in the finance industry. Michael Larkin 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.
Brian Laurie (CRD# 6800187) is an Investment Advisor Representative working at Edward Jones in Surprise, AZ and has over 6 years of experience in the finance industry.
Gary Luna (CRD# 5006571) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 18 years of experience in the finance industry. Gary Luna 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.
Aaron McGowan (CRD# 6315346) is an Investment Advisor Representative working at Primerica Advisors in Surprise, AZ and has over 10 years of experience in the finance industry.