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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
Kazuyo Deguchi (CRD# 4395244) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 22 years of experience in the finance industry. Kazuyo Deguchi 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.
Michael Demko (CRD# 1627679) is an Investment Advisor Representative working at Allworth Financial, LP in Campbell, CA and has over 27 years of experience in the finance industry.
Anne Ding (CRD# 3005653) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 10 years of experience in the finance industry. Anne Ding 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.
Robert Drier (CRD# 1968623) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Jose, CA and has over 34 years of experience in the finance industry.
Christopher Duke (CRD# 5758549) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has over 14 years of experience in the finance industry. Christopher Duke 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.
Elaine Ellis (CRD# 3215783) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 21 years of experience in the finance industry.
Duncan Eng (CRD# 2536048) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 29 years of experience in the finance industry.
Ann Escobar (CRD# 1806439) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 10 years of experience in the finance industry.
Derek Ferriera (CRD# 1290274) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Honolulu, HI and has over 29 years of experience in the finance industry. Derek Ferriera 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.
Kevin Fitzgerald (CRD# 1754938) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Campbell, CA and has over 24 years of experience in the finance industry.