FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
David has a B.S.B.A. in Finance from Northern Arizona University. Upon completion of his degree, he entered the financial services industry in 2009. David began his career with Charles Schwab & Company, where he assisted clients with...
Bill Williams is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). He received his Life Underwriters Training Council Fellowship (LUTCF) from the National Association of Insurance and Financial...
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