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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
Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Jane Costello (CRD# 6184790) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Jeffrey Cote (CRD# 2675995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Katherine Crim (CRD# 4336455) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Brooks Crissey (CRD# 5452474) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 16 years of experience in the finance industry. Brooks Crissey 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.
Matthew Crooks (CRD# 6999474) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Jeffrey Crouch (CRD# 1965709) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 25 years of experience in the finance industry.
William Crowder (CRD# 1111010) is an Investment Advisor Representative working at Sine~wave Technology Inc. in Santa Rosa, CA and has over 41 years of experience in the finance industry.
John Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, 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.