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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
Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 19 years of experience in the finance industry.
Ryan Batey (CRD# 5516006) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 15 years of experience in the finance industry.
Andrew Baxley (CRD# 6577215) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 8 years of experience in the finance industry. Andrew Baxley 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.
H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans. We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement. As a fee-only firm, no commissions are earned.
Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional...
Michael Branham (CRD# 3193430) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 25 years of experience in the finance industry. Michael Branham 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.
Amber Brummit (CRD# 1929270) is an Investment Advisor Representative working at Quad City Investment Center in Moline, IL and has over 26 years of experience in the finance industry.
John Bush (CRD# 2844728) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 27 years of experience in the finance industry.
Anthony Carpita (CRD# 2352193) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has 1 year of experience in the finance industry. Anthony Carpita 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.
Jonathon Crockett (CRD# 6004933) is an Investment Advisor Representative working at Edward Jones in Moline, IL and has over 11 years of experience in the finance industry.
Chad Cruse (CRD# 3087342) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Moline, IL and has over 25 years of experience in the finance industry.