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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
Robert Clark (CRD# 4712165) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 20 years of experience in the finance industry.
Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 24 years of experience in the finance industry.
Brent Clausen (CRD# 1453808) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 38 years of experience in the finance industry.
Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry. Russell Clifford 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.
Patrick Coyne (CRD# 1361042) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Ukiah, CA and has 1 year of experience in the finance industry. Patrick Coyne 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 Crooks (CRD# 6999474) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
John Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 23 years of experience in the finance industry. John Davis 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 Davis (CRD# 4945104) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Matthew Delaney (CRD# 4691572) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Thomas Drake (CRD# 3154324) is an Investment Advisor Representative working at Integritas Semper, LLC in Windsor, CA and has over 25 years of experience in the finance industry.