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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
Randy Lawrence (CRD# 7764854) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Stephen Lee (CRD# 7394406) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has 1 year of experience in the finance industry.
Andrew Mendonca (CRD# 7866329) is an Investment Advisor Representative working at D & T Financial Advisors, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Jared Miller (CRD# 7383921) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Matthew Parrett (CRD# 6352006) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 9 years of experience in the finance industry.
Mark Pickett (CRD# 5563227) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 14 years of experience in the finance industry.
Nicholas Poppe (CRD# 7207586) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
Abigail Prodanovich (CRD# 7824468) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Christopher Randal (CRD# 2890367) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 24 years of experience in the finance industry.
Kurtis Reichert (CRD# 7136098) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.