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Distance Metro area (25 miles)
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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
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.
David Agee (CRD# 4383852) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 22 years of experience in the finance industry.
Daniel Ahmad (CRD# 1491561) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 24 years of experience in the finance industry. Daniel Ahmad 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.
Marie Ahola (CRD# 2395797) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 27 years of experience in the finance industry.
Carlos Alcaine (CRD# 1296717) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 38 years of experience in the finance industry.
Reid Allen (CRD# 2535393) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Roseville, CA and has over 28 years of experience in the finance industry. Reid Allen 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.
Ryan Allen (CRD# 4275630) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 22 years of experience in the finance industry. Ryan Allen 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.
Deron Allred (CRD# 1728746) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Roseville, CA and has over 35 years of experience in the finance industry. Deron Allred 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.
Daniel Andersen (CRD# 5826910) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has 1 year of experience in the finance industry. Daniel Andersen 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.
Scott Andersen (CRD# 4412679) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 21 years of experience in the finance industry.