-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Hansen (CRD# 2335807) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in El Dorado Hills, CA and has over 30 years of experience in the finance industry.
Michael Haskins (CRD# 4853916) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has over 17 years of experience in the finance industry. Michael Haskins 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.
Samuel Hoppe (CRD# 5248575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Dorado Hills, CA and has over 17 years of experience in the finance industry.
Erick Hoyer (CRD# 2479998) is an Investment Advisor Representative working at Creative Planning in El Dorado Hills, CA and has over 27 years of experience in the finance industry.
Jarrod Jacobi (CRD# 2582025) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 28 years of experience in the finance industry.
David Joiner (CRD# 4520591) is an Investment Advisor Representative working at Joiner Financial, LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.
Victor Lai (CRD# 4957653) is an Investment Advisor Representative working at Bellwether Capital Management LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.
Kayle Larsen (CRD# 2877627) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has over 26 years of experience in the finance industry. Kayle Larsen 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.
Roshelle Limoncelli (CRD# 2115058) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 21 years of experience in the finance industry.
Michael Lund (CRD# 4841984) is an Investment Advisor Representative working at Edward Jones in El Dorado Hills, CA and has over 19 years of experience in the finance industry.