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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
John Trahern (CRD# 2119674) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 33 years of experience in the finance industry.
Barbara Tweedy (CRD# 2618152) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Prescott, AZ and has over 25 years of experience in the finance industry.
Timothy Volker (CRD# 6822657) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 6 years of experience in the finance industry.
Kelly Waring (CRD# 1199855) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 40 years of experience in the finance industry. Kelly Waring 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.
Robert Waring (CRD# 809106) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 27 years of experience in the finance industry.
Kendrick Webb (CRD# 2694155) is an Investment Advisor Representative working at Roxie Webb Securities Management,inc. in Prescott, AZ and has over 21 years of experience in the finance industry.
Kevin Wells (CRD# 5246011) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Prescott, AZ and has over 17 years of experience in the finance industry.
Robert Whitney (CRD# 2483638) is an Investment Advisor Representative working at Whitney And Associates, Incorporated in Prescott, AZ and has over 30 years of experience in the finance industry.
David Williams (CRD# 5739179) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Prescott, AZ and has over 13 years of experience in the finance industry. David Williams 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.
William Williams (CRD# 2272707) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Prescott, AZ and has over 31 years of experience in the finance industry.