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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
Hunter Bailey (CRD# 720550) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Citrus Heights, CA and has over 39 years of experience in the finance industry.
Tadd Barraclough (CRD# 2197717) is an Investment Advisor Representative working at Tcm Investment Advisers in Citrus Heights, CA and has over 32 years of experience in the finance industry.
James Callens (CRD# 2842548) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 27 years of experience in the finance industry.
Brendan Davis (CRD# 6021518) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 10 years of experience in the finance industry.
Kenneth Golden (CRD# 814276) is an Investment Advisor Representative working at Sierra Financial Management Company in Citrus Heights, CA and has 1 year of experience in the finance industry.
David Hankin (CRD# 2597926) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 28 years of experience in the finance industry. David Hankin 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.
Leo Kay (CRD# 5637171) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Citrus Heights, CA and has over 15 years of experience in the finance industry.
Tracy Kliewer (CRD# 3043630) is an Investment Advisor Representative working at Lpl Financial LLC in Citrus Heights, CA and has over 24 years of experience in the finance industry.
Paul Kranich (CRD# 5986195) is an Investment Advisor Representative working at Principal Advised Services in Citrus Heights, CA and has over 12 years of experience in the finance industry.
Sita Lalchandani (CRD# 2739005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 27 years of experience in the finance industry. Sita Lalchandani 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.