-
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
William Fisher (CRD# 2016724) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Danville, CA and has over 32 years of experience in the finance industry.
Eric Furstner (CRD# 1686039) is an Investment Advisor Representative working at Fountainhead Advisors in Danville, CA and has over 25 years of experience in the finance industry. Eric Furstner 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.
Christopher Gallagher (CRD# 2847397) is an Investment Advisor Representative working at Gallagher Wealth Management in Danville, CA and has over 27 years of experience in the finance industry.
Lisa Gallo (CRD# 1759211) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 28 years of experience in the finance industry. Lisa Gallo 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.
Ravi Ganjoo (CRD# 3181603) is an Investment Advisor Representative working at Rg Capital Management, LLC in Danville, CA and has over 24 years of experience in the finance industry.
Gerardo Garcia (CRD# 5179105) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 16 years of experience in the finance industry.
John Gardner (CRD# 1306496) is an Investment Advisor Representative working at Blackhawk Wealth Advisors in Danville, CA and has over 39 years of experience in the finance industry. John Gardner 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.
Dale Haithcock (CRD# 1593757) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Danville, CA and has over 30 years of experience in the finance industry.
John Hannon (CRD# 4705356) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 20 years of experience in the finance industry.
Nathaniel Hintz (CRD# 5102079) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 18 years of experience in the finance industry.