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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
Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 27 years of experience in the finance industry.
Reid Allen (CRD# 2535393) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 29 years of experience in the finance industry. Reid Allen 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.
Ryan Allen (CRD# 4275630) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 23 years of experience in the finance industry. Ryan Allen 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.
Deron Allred (CRD# 1728746) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 36 years of experience in the finance industry. Deron Allred 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.
Daniel Andersen (CRD# 5826910) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has 1 year of experience in the finance industry. Daniel Andersen 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.
Eric Andersen (CRD# 3218715) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 24 years of experience in the finance industry.
Scott Andersen (CRD# 4412679) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 22 years of experience in the finance industry.
Daren Anderson (CRD# 5142926) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincoln, CA and has over 9 years of experience in the finance industry.
Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has over 27 years of experience in the finance industry. Harold 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.
Julia Anderson (CRD# 5190895) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 15 years of experience in the finance industry.