-
Distance Only Danville, CA
-
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
Brandon Lee (CRD# 6535819) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Danville, CA and has over 4 years of experience in the finance industry.
Jonathan Miller (CRD# 7369974) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 3 years of experience in the finance industry.
Marian Nguyen (CRD# 7782351) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, CA and has 1 year of experience in the finance industry.
John Nolan (CRD# 7397099) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 2 years of experience in the finance industry.
Benjamin Persyn (CRD# 7889252) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
Katie Raasch (CRD# 7249293) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has 1 year of experience in the finance industry.
Kellie Raasch (CRD# 7183605) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 3 years of experience in the finance industry. Kellie Raasch 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.
Dara Rocchi (CRD# 2872581) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 27 years of experience in the finance industry.
Alandra Simmons (CRD# 7805425) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has 1 year of experience in the finance industry.
Michael Solari (CRD# 7771940) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.