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Distance Only Rancho Cordova, 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
Giogenes Antolin (CRD# 6099686) is an Investment Advisor Representative working at Primerica Advisors in Rancho Cordova, CA and has over 11 years of experience in the finance industry.
Matthew Crowley (CRD# 3135488) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rancho Cordova, CA and has over 25 years of experience in the finance industry.
John Davis (CRD# 4235662) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Rancho Cordova, CA and has over 23 years of experience in the finance industry. John Davis 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.
Shane Holden (CRD# 3080386) is an Investment Advisor Representative working at Primerica Advisors in Rancho Cordova, CA and has over 25 years of experience in the finance industry.
Jeffrey Impey (CRD# 3128832) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cordova, CA and has over 17 years of experience in the finance industry. Jeffrey Impey 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.
Denise Larsen (CRD# 4848052) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cordova, CA and has over 19 years of experience in the finance industry.
Stephen Paluck (CRD# 4144405) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Rancho Cordova, CA and has over 23 years of experience in the finance industry.
Dean Peterson (CRD# 1185754) is an Investment Advisor Representative working at Dean Peterson Capital Management, LLC in Rancho Cordova, CA and has over 40 years of experience in the finance industry.
Jonathan Schedler (CRD# 4209416) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Rancho Cordova, CA and has over 23 years of experience in the finance industry.
Dru Torvend (CRD# 4935512) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cordova, CA and has over 18 years of experience in the finance industry.