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Distance Only Brentwood, 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
Gillian Lim (CRD# 6815614) is an Investment Advisor Representative working at Primerica Advisors in Brentwood, CA and has over 6 years of experience in the finance industry.
Jeffery McKannay (CRD# 1558453) is an Investment Advisor Representative working at Lpl Financial LLC in Brentwood, CA and has over 33 years of experience in the finance industry.
David Roche (CRD# 1907760) is an Investment Advisor Representative working at Wells Fargo Advisors in Brentwood, CA and has over 35 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 Walnut Creek, CA and has over 11 years of experience in the finance industry.
Charles Shreve (CRD# 2023339) is an Investment Advisor Representative working at Lpl Financial LLC in Brentwood, CA and has over 33 years of experience in the finance industry.
Eric B Soiland (CRD# 1578219) is an Investment Advisor Representative working at Wells Fargo Advisors in Brentwood, CA and has over 37 years of experience in the finance industry. Eric B Soiland 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.
Ishmael Abdul Al-Bari (CRD# 4915101) is an Investment Advisor Representative working at Lpl Financial LLC in Brentwood, CA and has over 2 years of experience in the finance industry.
Hanane Bettahi (CRD# 6625251) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brentwood, CA and has over 7 years of experience in the finance industry.
Jeffrey Chaput (CRD# 7032209) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Brentwood, CA and has over 5 years of experience in the finance industry.