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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
David Sherwood (CRD# 5126928) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 18 years of experience in the finance industry.
Sean Spowart (CRD# 2458065) is an Investment Advisor Representative working at Cypress Coast Investments in Carmel, CA and has 1 year of experience in the finance industry.
Melissa Sterling (CRD# 6803019) is an Investment Advisor Representative working at Edward Jones in Carmel, CA and has over 6 years of experience in the finance industry.
Dave Stewart (CRD# 1121544) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 40 years of experience in the finance industry.
James Tarantino (CRD# 3222286) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 24 years of experience in the finance industry.
Justina Barfield (CRD# 7031127) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 3 years of experience in the finance industry.
Jacob Calderon (CRD# 6999666) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 2 years of experience in the finance industry.
Thomas Carter (CRD# 7315126) is an Investment Advisor Representative working at Edward Jones in Carmel, CA and has over 3 years of experience in the finance industry.
Jeremy Connally (CRD# 5771573) is an Investment Advisor Representative working at Principal Securities, Inc. in Carmel, CA and has over 14 years of experience in the finance industry.
Abhishek Gupta (CRD# 6767731) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 3 years of experience in the finance industry.