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Distance Only Santa Rosa, 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
Sanford Bressick (CRD# 1479677) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
David Brown (CRD# 2238374) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 31 years of experience in the finance industry. David Brown 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.
Erick Brown (CRD# 5991609) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry. Erick Brown 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.
Cynthia Buckman (CRD# 2061822) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 33 years of experience in the finance industry.
Daniel Byrne (CRD# 2606471) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Douglas Caesare (CRD# 2468185) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Michael Calvelli (CRD# 1237708) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Fernando Carrillo (CRD# 4836046) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 19 years of experience in the finance industry.
Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Rosa, CA and has over 31 years of experience in the finance industry. Barbara Chown 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.
Alexander Clark (CRD# 6992471) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 5 years of experience in the finance industry.