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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
Rodney Bannister (CRD# 1616676) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fair Oaks, CA and has over 26 years of experience in the finance industry.
Craig Barker (CRD# 2336254) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Roseville, CA and has over 30 years of experience in the finance industry. Craig Barker 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.
Tadd Barraclough (CRD# 2197717) is an Investment Advisor Representative working at Tcm Investment Advisers in Citrus Heights, CA and has over 32 years of experience in the finance industry.
Jaime Barretta (CRD# 4711911) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 20 years of experience in the finance industry.
Louis Barrientos (CRD# 3222223) is an Investment Advisor Representative working at Fc360 Wealth Management, Inc. in Roseville, CA and has over 24 years of experience in the finance industry.
Steve Barrilleaux (CRD# 2331355) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 19 years of experience in the finance industry. Steve Barrilleaux 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.
David Bastoni (CRD# 2451452) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Rhett Beal (CRD# 6414026) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 9 years of experience in the finance industry.
Douglas Behl (CRD# 1216009) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 40 years of experience in the finance industry.
Lisa Beile (CRD# 2329868) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 30 years of experience in the finance industry.