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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
Dennis Burd (CRD# 1112731) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 41 years of experience in the finance industry.
Scott Cangelosi (CRD# 3120839) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Danville, CA and has over 25 years of experience in the finance industry.
Steven Cannatella (CRD# 1054395) is an Investment Advisor Representative working at Principal Securities, Inc. in Danville, CA and has over 29 years of experience in the finance industry.
Charles Carter (CRD# 2683785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Danville, CA and has over 28 years of experience in the finance industry.
David Chase (CRD# 4841016) is an Investment Advisor Representative working at Castlewood Financial Advisors, LLC in Danville, CA and has over 19 years of experience in the finance industry.
Christopher Chatto (CRD# 6525630) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.
James Choi (CRD# 5118880) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Danville, CA and has over 15 years of experience in the finance industry.
Jason Cooke (CRD# 2835024) is an Investment Advisor Representative working at Edelman Financial Engines in Danville, CA and has over 26 years of experience in the finance industry. Jason Cooke 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.
Matthew Costello (CRD# 4764381) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Danville, CA and has over 17 years of experience in the finance industry.
Jeffrey Courtemanche (CRD# 2367237) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Danville, CA and has over 30 years of experience in the finance industry.