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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
Scott Sprague (CRD# 1890546) is an Investment Advisor Representative working at Mariner Independent in Danville, CA and has over 29 years of experience in the finance industry. Scott Sprague 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.
Lance Swanson (CRD# 2855546) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 23 years of experience in the finance industry.
Kelly Trevethan (CRD# 1403439) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has over 38 years of experience in the finance industry.
Steven Varlas (CRD# 6042485) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Danville, CA and has over 11 years of experience in the finance industry.
Lawrence Wagner (CRD# 2112399) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Danville, CA and has over 33 years of experience in the finance industry.
Conrad Walker (CRD# 6998100) is an Investment Advisor Representative working at Verity Asset Management in Danville, CA and has over 5 years of experience in the finance industry.
Darrick Walker (CRD# 2470800) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Danville, CA and has over 30 years of experience in the finance industry.
Yisha Wang (CRD# 6442222) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has over 5 years of experience in the finance industry. Yisha Wang 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.
Wai Chi Wong (CRD# 4170960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Danville, CA and has over 23 years of experience in the finance industry.
Kym Zilk (CRD# 3163460) is an Investment Advisor Representative working at Fisher Investments in Danville, CA and has over 24 years of experience in the finance industry.