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Distance Only Petaluma, 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
Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Petaluma, CA and has over 33 years of experience in the finance industry. Jimmie Alexander 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.
Michael Anderson (CRD# 5426877) is an Investment Advisor Representative working at Avantax Advisory Services in Petaluma, CA and has over 16 years of experience in the finance industry.
Anthony Borba Jr (CRD# 6856662) is an Investment Advisor Representative working at Breen Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.
Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 13 years of experience in the finance industry.
John Cruse (CRD# 4326987) is an Investment Advisor Representative working at Cruse Investments in Petaluma, CA and has over 23 years of experience in the finance industry.
Christopher Dobson (CRD# 735087) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 34 years of experience in the finance industry. Christopher Dobson 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.
Samuel Dobson (CRD# 6924250) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 5 years of experience in the finance industry.
Jeffrey Edmonds (CRD# 2089948) is an Investment Advisor Representative working at Commonwealth Financial Network in Petaluma, CA and has over 33 years of experience in the finance industry. Jeffrey Edmonds 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.