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Distance Only Clarendon Hills, IL
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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 Gilmartin (CRD# 1960887) is an Investment Advisor Representative working at Trinity Asset Management, Inc. in Clarendon Hills, IL and has over 32 years of experience in the finance industry.
Matthew Glenn (CRD# 2433205) is an Investment Advisor Representative working at Edward Jones in Clarendon Hills, IL and has over 30 years of experience in the finance industry.
Gregory Laurence (CRD# 4129729) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Clarendon Hills, IL and has over 24 years of experience in the finance industry. Gregory Laurence 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.
Patrick Morrison (CRD# 4827914) is an Investment Advisor Representative working at Lpl Financial LLC in Clarendon Hills, IL and has over 19 years of experience in the finance industry.
Barbara Natale (CRD# 2029261) is an Investment Advisor Representative working at Pnc Investments in Clarendon Hills, IL and has over 32 years of experience in the finance industry.
Susan Warner (CRD# 3278481) is an Investment Advisor Representative working at Edward Jones in Clarendon Hills, IL and has over 10 years of experience in the finance industry.
Tobin Chakeen (CRD# 1626186) is an Investment Advisor Representative working at Principal Asset Management in Clarendon Hills, IL and has over 36 years of experience in the finance industry.