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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
Darrell Juliano (CRD# 2632294) is an Investment Advisor Representative working at Principal Securities, Inc. in Elk Grove, CA and has over 28 years of experience in the finance industry.
Suzy Lam (CRD# 5728402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elk Grove, CA and has over 13 years of experience in the finance industry.
Christopher Lema (CRD# 5057073) is an Investment Advisor Representative working at Park Avenue Securities LLC in Elk Grove, CA and has over 17 years of experience in the finance industry.
Aaron Lockhart (CRD# 6533744) is an Investment Advisor Representative working at Edward Jones in Elk Grove, CA and has over 8 years of experience in the finance industry.
Wade Lokka (CRD# 4233158) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elk Grove, CA and has over 23 years of experience in the finance industry. Wade Lokka 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.
Miguel Lopez (CRD# 2726273) is an Investment Advisor Representative working at Principal Securities, Inc. in Elk Grove, CA and has over 27 years of experience in the finance industry.
Matthew McDonald (CRD# 3044380) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Elk Grove, CA and has over 26 years of experience in the finance industry.
Brent Mick (CRD# 4163078) is an Investment Advisor Representative working at Strategic Retirement Advisors, LLC in Elk Grove, CA and has over 23 years of experience in the finance industry.
Jeffrey Miller (CRD# 2279141) is an Investment Advisor Representative working at Strategic Retirement Advisors, LLC in Elk Grove, CA and has over 31 years of experience in the finance industry.