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Distance Only Eureka, 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
Nicholas Bertell (CRD# 5386765) is an Investment Advisor Representative working at Redwood Coast Financial Partners in Eureka, CA and has over 16 years of experience in the finance industry.
Edwina Bordman (CRD# 2769064) is an Investment Advisor Representative working at Stonex Advisors Inc. in Eureka, CA and has over 27 years of experience in the finance industry.
Bruce Breckner (CRD# 3083200) is an Investment Advisor Representative working at Redwood Coast Financial Partners in Eureka, CA and has over 25 years of experience in the finance industry.
Von Butterfield (CRD# 4252475) is an Investment Advisor Representative working at Edward Jones in Eureka, CA and has over 23 years of experience in the finance industry.
Wayne Caldwell (CRD# 1252052) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 40 years of experience in the finance industry.
Teresa Conley (CRD# 4594954) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 17 years of experience in the finance industry.
Francoise Crandell (CRD# 4777896) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 20 years of experience in the finance industry.
Daniel Dixon (CRD# 6980624) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 5 years of experience in the finance industry.
Benjamin Ebert (CRD# 5810899) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has over 14 years of experience in the finance industry.
Alan Foley (CRD# 2091872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eureka, CA and has over 33 years of experience in the finance industry. Alan Foley 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.