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Distance Only Concord, CA
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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
Rachel Hume (CRD# 5212796) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
David Hunt (CRD# 5159193) is an Investment Advisor Representative working at Hunt Wealth Management in Concord, CA and has over 17 years of experience in the finance industry.
Ronald Hunt (CRD# 1215442) is an Investment Advisor Representative working at Hunt Wealth Management in Concord, CA and has over 40 years of experience in the finance industry.
Faruk Jaffer (CRD# 4458443) is an Investment Advisor Representative working at Index Gurus, Inc. in Concord, CA and has over 22 years of experience in the finance industry. Faruk Jaffer 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.
Sabrina Julian (CRD# 4469907) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 22 years of experience in the finance industry.
Jeong Kim (CRD# 4406438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 22 years of experience in the finance industry.
Eric Lai (CRD# 4726336) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 20 years of experience in the finance industry. Eric Lai 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.
Ian Lee (CRD# 2359004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 30 years of experience in the finance industry.
Umberto Leone (CRD# 5958156) is an Investment Advisor Representative working at Edward Jones in Concord, CA and has over 12 years of experience in the finance industry.
Pouneh Lomboy (CRD# 6074779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, CA and has over 11 years of experience in the finance industry.