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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
Charles Boe (CRD# 702865) is an Investment Advisor Representative working at Wells Fargo Advisors in Woodstock, IL and has over 43 years of experience in the finance industry. Charles Boe 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.
Lisa Booe (CRD# 5730828) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Batavia, IL and has over 14 years of experience in the finance industry.
Daniel Borello (CRD# 6691474) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has over 7 years of experience in the finance industry.
James Borello (CRD# 1295014) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has over 32 years of experience in the finance industry.
Mark Bova (CRD# 3093543) is an Investment Advisor Representative working at Lenity Financial, Inc. in Geneva, IL and has over 25 years of experience in the finance industry. Mark Bova 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.
Gregg Bowen (CRD# 4241037) is an Investment Advisor Representative working at Lpl Financial LLC in Rockford, IL and has over 23 years of experience in the finance industry.
Jonathon Bowker (CRD# 4802053) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 19 years of experience in the finance industry.
Michelle Bowman (CRD# 5139137) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 10 years of experience in the finance industry.
Brian Boyer (CRD# 3012043) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockford, IL and has over 23 years of experience in the finance industry.
Stacy Brady (CRD# 5841272) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 13 years of experience in the finance industry.