-
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
Christopher Carolan (CRD# 4402629) is an Investment Advisor Representative working at Dimensions Wealth Management, LLC in Roseville, CA and has over 22 years of experience in the finance industry. Christopher Carolan 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.
Brian Casper (CRD# 6227454) is an Investment Advisor Representative working at Edward Jones in Sacramento, CA and has over 10 years of experience in the finance industry.
Christopher Castillo (CRD# 2332149) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 31 years of experience in the finance industry.
Mayra Castro (CRD# 2967321) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 24 years of experience in the finance industry.
James Cave (CRD# 4791019) is an Investment Advisor Representative working at The Wealth Consulting Group in Sacramento, CA and has over 19 years of experience in the finance industry.
Jean Chai (CRD# 2127996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vacaville, CA and has over 33 years of experience in the finance industry.
Kevin Chang (CRD# 5902568) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 11 years of experience in the finance industry. Kevin Chang 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.
Alisa Chatham (CRD# 2913395) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 26 years of experience in the finance industry.
Gwendolyn Chatham (CRD# 1087730) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 41 years of experience in the finance industry. Gwendolyn Chatham 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.
William Chatham (CRD# 1217514) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 26 years of experience in the finance industry.