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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
David McWilliams (CRD# 2762832) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 27 years of experience in the finance industry.
David Medina (CRD# 5002637) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Concord, CA and has over 12 years of experience in the finance industry.
Omar Mercado (CRD# 4703112) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 10 years of experience in the finance industry.
Geoffrey Mettler (CRD# 2429159) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Concord, CA and has over 26 years of experience in the finance industry.
Robert Mount (CRD# 2189064) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 31 years of experience in the finance industry.
Miles Nolen (CRD# 5536511) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
Sulaiman Parwiz (CRD# 6834017) is an Investment Advisor Representative working at Golden Lion Wealth Management, LLC in Concord, CA and has over 6 years of experience in the finance industry.
Stacey Quinn (CRD# 4531528) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 21 years of experience in the finance industry.
Edna Reyes (CRD# 6150775) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 10 years of experience in the finance industry.
Alyssa Ritchie (CRD# 5183812) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 17 years of experience in the finance industry.