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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
Vernon Chatman (CRD# 4042428) is an Investment Advisor Representative working at Avantax Advisory Services in Albany, CA and has over 24 years of experience in the finance industry.
Wade Cheatham (CRD# 5445017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry. Wade Cheatham 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.
Alphonsus Chen (CRD# 3064827) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hercules, CA and has over 20 years of experience in the finance industry.
Eric Cheng (CRD# 6565031) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry.
Caroline Cherezian (CRD# 6066328) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Warren Cheung (CRD# 1971669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Michael Ching (CRD# 2051991) is an Investment Advisor Representative working at Nardene Wealth Management Inc. in Brentwood, CA and has over 33 years of experience in the finance industry.
Michael Chong (CRD# 5475970) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 16 years of experience in the finance industry. Michael Chong 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.
Raymond Chow (CRD# 1866660) is an Investment Advisor Representative working at Chow, Raymond K. in El Sobrante, CA and has 1 year of experience in the finance industry.
Julie Choy (CRD# 4509479) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 21 years of experience in the finance industry.