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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
Vernon Chatman (CRD# 4042428) is an Investment Advisor Representative working at Avantax Advisory Services in Albany, CA and has over 24 years of experience in the finance industry.
Sarah Green (CRD# 5487899) is an Investment Advisor Representative working at Farm Girl Capital LLC in Albany, CA and has over 19 years of experience in the finance industry. Sarah Green 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.
Terrence Kotsatos (CRD# 2655224) is an Investment Advisor Representative working at Edward Jones in Albany, CA and has over 28 years of experience in the finance industry.
Mark Pingree (CRD# 6438076) is an Investment Advisor Representative working at Fog City Advisors, LLC in Albany, CA and has 1 year of experience in the finance industry. Mark Pingree 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.
Grace Reyes (CRD# 1741649) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Albany, CA and has over 36 years of experience in the finance industry.
Julie Scates (CRD# 2332033) is an Investment Advisor Representative working at Asti Financial Management in Albany, CA and has over 29 years of experience in the finance industry. Julie Scates 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.
Joshua Wulkan (CRD# 7065594) is an Investment Advisor Representative working at Edward Jones in Albany, CA and has over 4 years of experience in the finance industry.
Samir Arora (CRD# 7601409) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, CA and has 1 year of experience in the finance industry.
Thinh Nguyen (CRD# 7802154) is an Investment Advisor Representative working at Fog City Advisors, LLC in Albany, CA and has 1 year of experience in the finance industry.
Zachary Stein (CRD# 7277437) is an Investment Advisor Representative working at Carbon Collective Investing, LLC in Albany, CA and has over 3 years of experience in the finance industry.