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Distance Only Davis, CA
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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
Eugene Hsu (CRD# 3107090) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 25 years of experience in the finance industry. Eugene Hsu 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.
Peter Jensen (CRD# 6587809) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has over 8 years of experience in the finance industry.
Jennifer Kukis (CRD# 2908379) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has over 25 years of experience in the finance industry.
Patricia Martin (CRD# 2106980) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davis, CA and has over 33 years of experience in the finance industry.
Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 28 years of experience in the finance industry. Larry Olsen 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.
Mark Pratt (CRD# 1345655) is an Investment Advisor Representative working at Eagle Strategies LLC in Davis, CA and has over 32 years of experience in the finance industry.
Kurt Schrader (CRD# 6868604) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 6 years of experience in the finance industry. Kurt Schrader 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.
Sandra Strong (CRD# 1821900) is an Investment Advisor Representative working at Mml Investors Services, LLC in Davis, CA and has over 32 years of experience in the finance industry.
Jerome Sullivan (CRD# 1569145) is an Investment Advisor Representative working at Commonwealth Financial Network in Davis, CA and has over 24 years of experience in the finance industry.
Richard West (CRD# 868107) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Davis, CA and has over 23 years of experience in the finance industry.