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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
Stephen Arntson (CRD# 3172419) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun City, AZ and has over 25 years of experience in the finance industry.
Cody Ashton (CRD# 5493790) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 16 years of experience in the finance industry.
Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.
Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy.
Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and...
Alondra Azurmendi (CRD# 5420176) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sun City, AZ and has over 16 years of experience in the finance industry.
Aaron Bailey (CRD# 6411054) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 9 years of experience in the finance industry.
Brad Baker (CRD# 1535642) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Litchfield Park, AZ and has over 37 years of experience in the finance industry. Brad Baker 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.
Sara Baker (CRD# 2808925) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 27 years of experience in the finance industry.
Sean Balog (CRD# 2634686) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 28 years of experience in the finance industry.
Crystal Barcello (CRD# 2495096) is an Investment Advisor Representative working at Edward Jones in Anthem, AZ and has over 22 years of experience in the finance industry.
Joel Barlow (CRD# 4509525) is an Investment Advisor Representative working at Apex Wealth Advisors LLC in Anthem, AZ and has over 22 years of experience in the finance industry. Joel Barlow 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.