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Distance Only Swansea, IL
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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
Douglas Wilks (CRD# 2109790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Swansea, IL and has over 33 years of experience in the finance industry. Douglas Wilks 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.
Laura Williams-Lawrence (CRD# 5722568) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 12 years of experience in the finance industry.
Jessica Williamson (CRD# 4286432) is an Investment Advisor Representative working at Edward Jones in Swansea, IL and has over 6 years of experience in the finance industry.
Jonathan Broeker (CRD# 6187189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has over 10 years of experience in the finance industry.
Timothy Burgess (CRD# 7464351) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has 1 year of experience in the finance industry.
Samuel Calhoun (CRD# 7113695) is an Investment Advisor Representative working at Edward Jones in Swansea, IL and has over 3 years of experience in the finance industry.
Clayton Christman (CRD# 7749366) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has 1 year of experience in the finance industry.
Juan Colom Brana (CRD# 7831041) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has 1 year of experience in the finance industry.
John Coughlin (CRD# 7126206) is an Investment Advisor Representative working at Prudential Financial Planning Services in Swansea, IL and has over 4 years of experience in the finance industry.
Artur Durro (CRD# 7344779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Swansea, IL and has 1 year of experience in the finance industry.