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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
Julie Lynch (CRD# 6047121) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 11 years of experience in the finance industry.
James Maresca (CRD# 1610953) is an Investment Advisor Representative working at Lpl Financial LLC in Guerneville, CA and has over 15 years of experience in the finance industry.
Clark Matthiessen (CRD# 3146599) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 25 years of experience in the finance industry. Clark Matthiessen 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.
Anthea Maybury (CRD# 5515386) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Robert McAllister (CRD# 1239436) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 33 years of experience in the finance industry.
Drake Medeiros (CRD# 6226094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Mendelson 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.
Kim Murphy (CRD# 4527080) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 21 years of experience in the finance industry.
Daniel Myers (CRD# 5556885) is an Investment Advisor Representative working at Edward Jones in Windsor, CA and has over 15 years of experience in the finance industry.
Nace Nickel (CRD# 1073204) is an Investment Advisor Representative working at Nickel Investment Advisors, Inc. in Windsor, CA and has over 40 years of experience in the finance industry.