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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
Donald Everhart (CRD# 2150508) is an Investment Advisor Representative working at Emerson Equity LLC in Dixon, CA and has over 32 years of experience in the finance industry.
Matthew Hefner (CRD# 5747410) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dixon, CA and has over 13 years of experience in the finance industry.
Matthew Swanson (CRD# 2828853) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Dixon, CA and has over 27 years of experience in the finance industry.
Brenda Walker (CRD# 6721068) is an Investment Advisor Representative working at Edward Jones in Dixon, CA and has over 7 years of experience in the finance industry.
Olimpia Garner (CRD# 6067955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dixon, CA and has over 11 years of experience in the finance industry.
Julie Norton (CRD# 6619224) is an Investment Advisor Representative working at Edward Jones in Dixon, CA and has over 2 years of experience in the finance industry.
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.
Richard Abell (CRD# 2888718) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Sacramento, CA and has over 26 years of experience in the finance industry.
Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
Jeffrey Adams (CRD# 2712051) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 28 years of experience in the finance industry. Jeffrey Adams 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.