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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
Dana Lanzaro (CRD# 2650101) is an Investment Advisor Representative working at Lpl Financial LLC in Citrus Heights, CA and has over 28 years of experience in the finance industry.
Martin Meier (CRD# 1024706) is an Investment Advisor Representative working at Lpl Financial LLC in Citrus Heights, CA and has over 42 years of experience in the finance industry.
Kevin Nelson (CRD# 5595068) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Citrus Heights, CA and has over 15 years of experience in the finance industry.
Gary Paul (CRD# 1827959) is an Investment Advisor Representative working at Lpl Financial LLC in Citrus Heights, CA and has over 35 years of experience in the finance industry. Gary Paul 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.
Matthew Perkins (CRD# 6465583) is an Investment Advisor Representative working at Lpl Financial LLC in Citrus Heights, CA and has over 8 years of experience in the finance industry.
Christopher Rafanan (CRD# 2552673) is an Investment Advisor Representative working at Cuso Financial Services in Citrus Heights, CA and has over 29 years of experience in the finance industry.
Douglas Rowley (CRD# 4291996) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Citrus Heights, CA and has over 22 years of experience in the finance industry.
Nashoba Bailey (CRD# 6679611) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Citrus Heights, CA and has over 2 years of experience in the finance industry.
Christine Cao (CRD# 5217728) is an Investment Advisor Representative working at Edward Jones in Citrus Heights, CA and has over 3 years of experience in the finance industry.
Nicholas Fiorito (CRD# 6150863) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Citrus Heights, CA and has over 11 years of experience in the finance industry.