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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
Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Conrad Aarseth 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.
Ricardo Aguilera (CRD# 6049685) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 11 years of experience in the finance industry.
Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 27 years of experience in the finance industry.
Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 25 years of experience in the finance industry.
Mark Allen (CRD# 5287073) is an Investment Advisor Representative working at Continuum Advisory, LLC in Folsom, CA and has over 17 years of experience in the finance industry. Mark Allen 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.
William Altavilla (CRD# 1979355) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 30 years of experience in the finance industry.
Adam Anderson (CRD# 2924886) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 26 years of experience in the finance industry.
Blake Anderson (CRD# 6750305) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 5 years of experience in the finance industry. Blake Anderson 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.
Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has over 27 years of experience in the finance industry. Harold Anderson 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.
Susan Ando (CRD# 4988827) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Folsom, CA and has over 18 years of experience in the finance industry.