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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
Nadeem Alam (CRD# 2595956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Antioch, CA and has over 20 years of experience in the finance industry.
Christopher Bott (CRD# 5420102) is an Investment Advisor Representative working at Lpl Financial LLC in Antioch, CA and has over 16 years of experience in the finance industry.
Catharine Dombrowski (CRD# 4694992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Antioch, CA and has over 19 years of experience in the finance industry.
Michael Kennedy (CRD# 1810918) is an Investment Advisor Representative working at Lpl Financial LLC in Antioch, CA and has over 33 years of experience in the finance industry.
Samantha Sagers-Davenport (CRD# 4832113) is an Investment Advisor Representative working at Mml Investors Services, LLC in Antioch, CA and has over 19 years of experience in the finance industry.
Kimy Smith (CRD# 6166958) is an Investment Advisor Representative working at Mml Investors Services, LLC in Antioch, CA and has over 10 years of experience in the finance industry.
Kevin Wilson (CRD# 5435417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Antioch, CA and has over 16 years of experience in the finance industry.
Richard Pagano (CRD# 5227523) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Antioch, CA and has over 16 years of experience in the finance industry.
Susan Weber (CRD# 3258661) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Antioch, CA and has over 23 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.