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Distance Only Alamo, 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
Jason McCoy (CRD# 5908144) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 12 years of experience in the finance industry.
Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 14 years of experience in the finance industry.
Gregory Ratto (CRD# 2570968) is an Investment Advisor Representative working at Pgim Investments LLC in Alamo, CA and has over 29 years of experience in the finance industry.
Troy Rouleau (CRD# 5145351) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Alamo, CA and has over 16 years of experience in the finance industry.
Eric Rudney (CRD# 1221291) is an Investment Advisor Representative working at Rudney Associates in Alamo, CA and has over 39 years of experience in the finance industry.
Rolando Sapantay (CRD# 6164055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alamo, CA and has over 11 years of experience in the finance industry.
Robert Steinhorn (CRD# 2535471) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alamo, CA and has over 29 years of experience in the finance industry.
Virgil Threlkeld (CRD# 2811386) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 27 years of experience in the finance industry.
Charles Tyler (CRD# 2258245) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Alamo, CA and has over 31 years of experience in the finance industry.
Barbara Vincent (CRD# 3070240) is an Investment Advisor Representative working at Avantax Advisory Services in Alamo, CA and has over 25 years of experience in the finance industry.