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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
Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Clg LLC in Ukiah, CA and has over 23 years of experience in the finance industry.
Rosana Ralya (CRD# 6432739) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Erin Ray (CRD# 2579314) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 29 years of experience in the finance industry.
Richard Rebello (CRD# 4435641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CA and has over 22 years of experience in the finance industry.
Rand Rodgers (CRD# 2342984) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 30 years of experience in the finance industry.
Daniel Rosaschi (CRD# 5338760) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 16 years of experience in the finance industry.
Jane Scarbrough (CRD# 869077) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 39 years of experience in the finance industry. Jane Scarbrough 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.
Christopher Severson (CRD# 2143180) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 32 years of experience in the finance industry. Christopher Severson 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.
Frank Sites (CRD# 425532) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Samuel Slayden (CRD# 1024391) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 37 years of experience in the finance industry.