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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
Sara Crouch (CRD# 5263454) is an Investment Advisor Representative working at Cuso Financial Services in Cloverdale, CA and has over 17 years of experience in the finance industry.
Dolph Green (CRD# 1724292) is an Investment Advisor Representative working at Edward Jones in Cloverdale, CA and has over 36 years of experience in the finance industry. Dolph Green 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.
John Trull (CRD# 1722787) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Cloverdale, CA and has over 36 years of experience in the finance industry.
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Melissa Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Bryan Anderson (CRD# 5581941) is an Investment Advisor Representative working at Edward Jones in Healdsburg, CA and has over 15 years of experience in the finance industry.
Robert Anderson (CRD# 2803134) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Robert Anderson 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.
Antonio Andrade (CRD# 2005535) is an Investment Advisor Representative working at Antonio Andrade, Cfp in Ukiah, CA and has 1 year of experience in the finance industry. Antonio Andrade 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 Bagley (CRD# 1644740) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry. Michael Bagley 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.
Karen Barta (CRD# 6376747) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Pleasant Hill, CA and has over 9 years of experience in the finance industry.