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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
John Cleary (CRD# 2118432) is an Investment Advisor Representative working at Lpl Financial LLC in El Cerrito, CA and has over 32 years of experience in the finance industry.
Sunandan Clerk (CRD# 6457600) is an Investment Advisor Representative working at Dhamma Capital in Walnut Creek, CA and has over 8 years of experience in the finance industry. Sunandan Clerk 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.
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
Mila Coffey (CRD# 2854349) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 27 years of experience in the finance industry. Mila Coffey 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.
Gary Cohen (CRD# 5971589) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 12 years of experience in the finance industry. Gary Cohen 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.
Randall Colombo (CRD# 814115) 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.
Kathy Conlin (CRD# 735995) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 33 years of experience in the finance industry.
Patrick Conlin (CRD# 6281247) is an Investment Advisor Representative working at Patrick T. Conlin in Rio Vista, CA and has over 10 years of experience in the finance industry.
Alyssa Connor (CRD# 6312921) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 10 years of experience in the finance industry.
Aaron Cooperband (CRD# 2074370) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 33 years of experience in the finance industry.