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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
Carlos Kilpatrick (CRD# 6601211) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yuba City, CA and has over 8 years of experience in the finance industry.
Scott Leavitt (CRD# 7508961) is an Investment Advisor Representative working at Arrow Wealth Advisors in Grass Valley, CA and has over 2 years of experience in the finance industry.
Nicholas Lyons (CRD# 7838162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oroville, CA and has 1 year of experience in the finance industry.
Gunnar Meyers (CRD# 7335295) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 2 years of experience in the finance industry.
Michael Mills (CRD# 7463243) is an Investment Advisor Representative working at Mills Financial Group in Yuba City, CA and has over 2 years of experience in the finance industry.
Caleb Morris (CRD# 7276652) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yuba City, CA and has over 3 years of experience in the finance industry.
Matthew Olsen (CRD# 6274592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 2 years of experience in the finance industry.
Lydia Ormsby (CRD# 6972677) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has 1 year of experience in the finance industry.
Matthew Osypowski (CRD# 7487936) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has over 2 years of experience in the finance industry.
Robert Pastore (CRD# 4957023) is an Investment Advisor Representative working at Pastore Capital Management in Nevada City, CA and has 1 year of experience in the finance industry.