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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
Jennifer Clyde (CRD# 5859137) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 11 years of experience in the finance industry.
Kenneth Clyde (CRD# 1488320) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 33 years of experience in the finance industry.
Michael Coates (CRD# 5397320) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 16 years of experience in the finance industry. Michael Coates 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.
Michael Cohen (CRD# 4553922) is an Investment Advisor Representative working at Mdc Financial Research, LLC in El Dorado Hills, CA and has over 21 years of experience in the finance industry.
Ali Coleman (CRD# 4726484) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 20 years of experience in the finance industry.
Gerard Coleman (CRD# 1274607) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gold River, CA and has over 30 years of experience in the finance industry.
Christine Congdon (CRD# 6180293) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 9 years of experience in the finance industry.
Douglas Conklin (CRD# 1158010) is an Investment Advisor Representative working at Hightower Advisors, LLC in Folsom, CA and has over 40 years of experience in the finance industry.
Sheryl Conklin (CRD# 5612411) is an Investment Advisor Representative working at Conklin Financial Planning in Thornton, CO and has over 15 years of experience in the finance industry. Sheryl Conklin 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.
Darryl Cook (CRD# 3075711) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 24 years of experience in the finance industry.