-
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
Joseph Morgan (CRD# 4816078) is an Investment Advisor Representative working at Best Financial Life in Danville, CA and has 1 year of experience in the finance industry. Joseph Morgan 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.
John Mullen (CRD# 2064562) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 31 years of experience in the finance industry.
Sean Mullen (CRD# 4810715) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 8 years of experience in the finance industry.
Masihulla Nawabi (CRD# 5830636) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Danville, CA and has over 13 years of experience in the finance industry.
Timothy Nelson (CRD# 6200391) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 10 years of experience in the finance industry.
Jeremy Niederstadt (CRD# 2985950) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Danville, CA and has over 26 years of experience in the finance industry. Jeremy Niederstadt 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.
Monica Padilla (CRD# 1370322) is an Investment Advisor Representative working at American Investors Co in Danville, CA and has over 32 years of experience in the finance industry. Monica Padilla 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.
David Parker (CRD# 5819467) is an Investment Advisor Representative working at Edward Jones in Danville, CA and has over 13 years of experience in the finance industry.
Scott Poppenhusen (CRD# 4852384) is an Investment Advisor Representative working at Principal Securities, Inc. in Danville, CA and has over 19 years of experience in the finance industry.
Charles Pound (CRD# 3092489) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 25 years of experience in the finance industry.