People working at Independent Financial Group

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 Name
Job title
Action
  Bob Davidson the federal retirement advisor
Representante registrado
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  Kendrick Smith
Representante registrado en el Grupo Financiero Independiente
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  Ellen Lau
PLANIFICADOR FINANCIERO CERTIFICADO? , Representante Asesor de Inversiones
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  Rick Wertheim
Asesor financiero independiente/Gerente de patrimonio privado
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  Elizabeta Kays
Operaciones
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  Calvin Lee
Eexperta en Diseño y Marketing
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  Denise Leon
Vicemanagere de finanzas
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  Sergio Fernandez, cfp®
Asesor de riqueza | gerente de servicios de planificación de inversores
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  Brian Wissinger
Asesor financiero
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  Jennifer Casselberry
Administrador de soporte de coding
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  Richard Bolek cfp
Principal registrado
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  Stephanni Sharp
Analista de Cumplimiento de Normas
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  Kureyn Watson
Directeur de cumplimiento, riesgos y vigilancia
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  Tom Frannicola
Gerente de Riqueza
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  Rachel Pettit
Auxiliar Ejecutivo
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  Tim Barrett
Analista de Cumplimiento de Normas
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  Cici Prsha, cmp
Gerente, comunicaciones corporativas y eventos
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  Cindy Couyoumjian
Asesor financiero
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  Caroline Sweeney
Pasante contable fiscal
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  Aaron A simone
Asesor financiero
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  Kevin Wang
Asesor de inversiones
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  Kate Hanhauser
Analista superior de diligencia debida
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  Katherine Salter
Asesor financiero
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  Andrew J baker, crpc
Gerente Personal de Riqueza
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  Julia Kohan-shirazi
Egurua en contratación
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