-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Chase Armer (CRD# 4134404) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 22 years of experience in the finance industry. Chase Armer 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.
Jason Arnold (CRD# 4469863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 22 years of experience in the finance industry.
John Arrasmith (CRD# 6959028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roseville, CA and has over 5 years of experience in the finance industry.
Michael Arthurs (CRD# 4558449) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 9 years of experience in the finance industry.
Richard Ascalon (CRD# 4552264) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Folsom, CA and has over 17 years of experience in the finance industry.
Peter Ashby (CRD# 5292327) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Roseville, CA and has over 9 years of experience in the finance industry.
Mark Atkins (CRD# 2232364) is an Investment Advisor Representative working at Primerica Advisors in Sacramento, CA and has over 31 years of experience in the finance industry.
David Aton (CRD# 2849326) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 27 years of experience in the finance industry. David Aton 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.
Larry Au (CRD# 4741780) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, CA and has over 20 years of experience in the finance industry.
Timothy Aust (CRD# 4841791) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sacramento, CA and has over 19 years of experience in the finance industry.