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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
Brian Trimble (CRD# 4670924) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sun City West, AZ and has over 20 years of experience in the finance industry.
Derek Trythall (CRD# 4765755) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sun City West, AZ and has over 20 years of experience in the finance industry.
Katherine Udy (CRD# 5029721) is an Investment Advisor Representative working at Edward Jones in Sun City West, AZ and has over 18 years of experience in the finance industry.
Robert Wade (CRD# 4590440) is an Investment Advisor Representative working at Lpl Financial LLC in Sun City West, AZ and has over 21 years of experience in the finance industry. Robert Wade 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.
Tevis West (CRD# 5427198) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sun City West, AZ and has over 16 years of experience in the finance industry.
Orion Willis (CRD# 4047415) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Sun City West, AZ and has over 24 years of experience in the finance industry.
Stewart Willis (CRD# 6882057) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has over 6 years of experience in the finance industry.
Joel Zerbe (CRD# 6272599) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 10 years of experience in the finance industry.
Richard Alexander (CRD# 2995006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sun City West, AZ and has over 26 years of experience in the finance industry.