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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
Susan Shaw (CRD# 5728842) is an Investment Advisor Representative working at Avantax Advisory Services in Yuba City, CA and has over 12 years of experience in the finance industry.
Kevin Spafford (CRD# 3015638) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 23 years of experience in the finance industry. Kevin Spafford 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.
Jarold Stokes (CRD# 3084926) is an Investment Advisor Representative working at Lpl Financial LLC in Oroville, CA and has over 25 years of experience in the finance industry.
David Tarke (CRD# 2191156) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 32 years of experience in the finance industry. David Tarke 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.
George Tarwater (CRD# 2894234) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Yuba City, CA and has over 25 years of experience in the finance industry.
Houston Taylor (CRD# 2973758) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 26 years of experience in the finance industry.
Kent Teixeira (CRD# 2888191) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Oroville, CA and has over 26 years of experience in the finance industry.
Steven Van Metre (CRD# 4994543) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 18 years of experience in the finance industry. Steven Van Metre 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.
David Venegas (CRD# 2027844) is an Investment Advisor Representative working at Lpl Financial LLC in Yuba City, CA and has over 27 years of experience in the finance industry.
Diane Warnock (CRD# 2918349) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 26 years of experience in the finance industry.