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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
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.
Christopher Wink (CRD# 4317947) is an Investment Advisor Representative working at Rmc Financial Advisors, LLC in Davis, CA and has over 22 years of experience in the finance industry.
Mark Wong (CRD# 2295806) is an Investment Advisor Representative working at Rmc Financial Advisors, LLC in Davis, CA and has over 31 years of experience in the finance industry.
Kevin Young (CRD# 5439853) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 16 years of experience in the finance industry. Kevin Young 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.
Jenny Foraker (CRD# 5932351) is an Investment Advisor Representative working at Mml Investors Services, LLC in Davis, CA and has over 12 years of experience in the finance industry.
Sterling Koliba (CRD# 7443115) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has over 2 years of experience in the finance industry.
Eduardo Pineda Ortega (CRD# 7289700) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Davis, CA and has over 2 years of experience in the finance industry.
Russell Seymour (CRD# 7620624) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has 1 year of experience in the finance industry.
Albert Solano (CRD# 7659204) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davis, CA and has 1 year of experience in the finance industry.
Jean Yamamoto (CRD# 4852355) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 4 years of experience in the finance industry.