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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
Christopher Bulman (CRD# 4450710) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, CA and has over 22 years of experience in the finance industry.
Ryan Burgess (CRD# 5483482) is an Investment Advisor Representative working at Blue Oaks Financial, LLC in Rocklin, CA and has over 11 years of experience in the finance industry. Ryan Burgess 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.
Steven Burnett (CRD# 2315967) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 31 years of experience in the finance industry. Steven Burnett 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.
Rachael Burns (CRD# 5321499) is an Investment Advisor Representative working at True Worth Financial Planning LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Rachael Burns 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.
Bret Butcher (CRD# 5257622) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 17 years of experience in the finance industry.
Julienne Buxton (CRD# 1546198) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 32 years of experience in the finance industry.
Kristina Cagle (CRD# 5397193) is an Investment Advisor Representative working at Alphacore Capital LLC in Loomis, CA and has over 10 years of experience in the finance industry.
Daniel Cairns (CRD# 719128) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 43 years of experience in the finance industry. Daniel Cairns 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.
Maximilian Callaghan (CRD# 2423393) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 30 years of experience in the finance industry.
James Callens (CRD# 2842548) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 27 years of experience in the finance industry.