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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
Melissa Tiscareno (CRD# 7357609) is an Investment Advisor Representative working at Bradley & Company Private Wealth Management, LLC in Concord, CA and has 1 year of experience in the finance industry. Melissa Tiscareno 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.
Jeremy Trudell (CRD# 6894099) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
Alexander Tsuruda (CRD# 7866255) 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.
Christopher Wall (CRD# 7289615) is an Investment Advisor Representative working at Creative Planning in Concord, CA and has over 3 years of experience in the finance industry. Christopher Wall 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.
Brian Way (CRD# 5861536) is an Investment Advisor Representative working at Usi Securities, Inc. in Concord, CA and has over 12 years of experience in the finance industry.
Gail Williams (CRD# 4416467) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Concord, CA and has over 22 years of experience in the finance industry.
Ryan Wilson (CRD# 7513968) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.