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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
James Decesare (CRD# 4552161) is an Investment Advisor Representative working at Aria Wealth Management in Chowchilla, CA and has over 21 years of experience in the finance industry.
Karen Dejong (CRD# 3229092) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Modesto, CA and has over 24 years of experience in the finance industry.
Gregory Dellis (CRD# 1613867) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 25 years of experience in the finance industry.
Brandon Demers (CRD# 6993147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 5 years of experience in the finance industry.
Christopher Dennis (CRD# 2177796) is an Investment Advisor Representative working at Arrowhead Wealth Management Corp. in Modesto, CA and has over 31 years of experience in the finance industry.
Curtiss Deoliveira (CRD# 2194759) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Turlock, CA and has over 32 years of experience in the finance industry. Curtiss Deoliveira 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.
David Derby (CRD# 1851860) is an Investment Advisor Representative working at American Investors Co in Modesto, CA and has over 23 years of experience in the finance industry. David Derby 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.
Eriona Dhimitri (CRD# 6699975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 6 years of experience in the finance industry.
Ted Dietz (CRD# 3252174) is an Investment Advisor Representative working at Lpl Financial LLC in Merced, CA and has over 23 years of experience in the finance industry. Ted Dietz 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.
David Epps (CRD# 2366540) is an Investment Advisor Representative working at Integral Wealth Management in Modesto, CA and has over 24 years of experience in the finance industry. David Epps 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.