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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
Timothy Reitz (CRD# 7114439) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Courtney Richars (CRD# 6140046) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Jay Rogers (CRD# 7530837) is an Investment Advisor Representative working at Primerica Advisors in Concord, CA and has 1 year of experience in the finance industry.
Megan Scoggins (CRD# 7740780) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Sean Sexton (CRD# 7608082) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Mohammad Reza Shabani (CRD# 6908123) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Concord, CA and has over 5 years of experience in the finance industry.
Jacqueline Silva (CRD# 7351266) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Michael Simpkins (CRD# 6590850) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
Michael Stalilionis (CRD# 4287203) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 14 years of experience in the finance industry.
Todd Sult (CRD# 4958475) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.