-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has 1 year of experience in the finance industry. Lisa Farrier 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.
Cynthia Ferrell (CRD# 2352210) is an Investment Advisor Representative working at Wells Fargo Advisors in Incline Village, NV and has over 30 years of experience in the finance industry.
Matthew Foertsch (CRD# 5367216) is an Investment Advisor Representative working at Athena Wealth Management, LLC in Incline Village, NV and has over 10 years of experience in the finance industry.
James Foster (CRD# 2984055) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 25 years of experience in the finance industry. James Foster 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.
Marc Fresia (CRD# 5868691) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 13 years of experience in the finance industry.
Patrick Gaskill (CRD# 4271706) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 23 years of experience in the finance industry. Patrick Gaskill 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.
Henry Goldstone (CRD# 3264159) is an Investment Advisor Representative working at Lpl Financial LLC in Gardnerville, NV and has over 24 years of experience in the finance industry.
Marshall Grant (CRD# 2138912) is an Investment Advisor Representative working at Morgan Stanley in Incline Village, NV and has over 32 years of experience in the finance industry.
Alex Gutt (CRD# 5122703) is an Investment Advisor Representative working at Alpenglobal Capital, LLC in Tahoe City, CA and has over 17 years of experience in the finance industry.
Michael Haakinson (CRD# 4857793) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 17 years of experience in the finance industry.