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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
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
Tim Buscher (CRD# 1369454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 38 years of experience in the finance industry.
Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.
Hunter Harris CFA, CFP® is a flat, fee-only investment advisor in Zephyr Cove, NV.
Gerald Klosterboer (CRD# 856154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 42 years of experience in the finance industry. Gerald Klosterboer 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.
Scott Miller (CRD# 2773236) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.
Karen Pride (CRD# 4042499) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 24 years of experience in the finance industry.
Alexander Henderson (CRD# 5738748) is an Investment Advisor Representative working at La Loma Capital in Zephyr Cove, NV and has over 15 years of experience in the finance industry. Alexander Henderson 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.
Scott Jenner (CRD# 1142978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Zephyr Cove, NV and has over 23 years of experience in the finance industry.
Lawrence Sidney (CRD# 7130701) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 4 years of experience in the finance industry.