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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
Forrest Blair (CRD# 2677843) is an Investment Advisor Representative working at American Investors Co in Auburn, CA and has over 28 years of experience in the finance industry.
Maxine Bodway (CRD# 2904936) is an Investment Advisor Representative working at Primerica Advisors in Auburn, CA and has over 26 years of experience in the finance industry.
Sean Borchardt (CRD# 4498256) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 22 years of experience in the finance industry.
Erik Boyme (CRD# 4909358) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn, CA and has over 19 years of experience in the finance industry.
Kenton Bradley (CRD# 4819689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, CA and has over 19 years of experience in the finance industry. Kenton Bradley 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.
Julienne Buxton (CRD# 1546198) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 32 years of experience in the finance industry.
Maximilian Callaghan (CRD# 2423393) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 30 years of experience in the finance industry.
Stacey Caso-Turk (CRD# 6758326) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 7 years of experience in the finance industry. Stacey Caso-Turk 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.
Jennifer Clyde (CRD# 5859137) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 11 years of experience in the finance industry.
Kenneth Clyde (CRD# 1488320) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 33 years of experience in the finance industry.