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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
Bonnie Copeland (CRD# 2117748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 26 years of experience in the finance industry.
Brian Corley (CRD# 2735235) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Matthew Corrado (CRD# 1676440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 35 years of experience in the finance industry.
Joseph Corsino (CRD# 7032891) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 5 years of experience in the finance industry.
David Cougevan (CRD# 5726280) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has over 14 years of experience in the finance industry.
Michelle Courson (CRD# 6734951) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 7 years of experience in the finance industry.
Gerald Creech (CRD# 6668227) is an Investment Advisor Representative working at Heritage Inc. in Discovery Bay, CA and has over 8 years of experience in the finance industry.
Gary Cruff (CRD# 4497395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Concord, CA and has over 22 years of experience in the finance industry.
Sheena Culp (CRD# 5549809) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 12 years of experience in the finance industry. Sheena Culp 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.
Cassandra Cummings (CRD# 5106659) is an Investment Advisor Representative working at Rc Wealth Management in Oakland, CA and has over 17 years of experience in the finance industry.