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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
Laurie Kyro (CRD# 2353212) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 14 years of experience in the finance industry.
James Lambert (CRD# 726677) is an Investment Advisor Representative working at Lambert, J Jeffrey in Folsom, CA and has over 32 years of experience in the finance industry. James Lambert 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.
Dianna Laney (CRD# 5027587) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 18 years of experience in the finance industry. Dianna Laney 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.
Neil Limcangco (CRD# 6890132) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 6 years of experience in the finance industry.
Anthony Lombardi (CRD# 6172578) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 10 years of experience in the finance industry.
Scott Loochtan (CRD# 2544304) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 29 years of experience in the finance industry.
Patrick Maher (CRD# 734712) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 37 years of experience in the finance industry.
Russell Mathews (CRD# 2520352) is an Investment Advisor Representative working at Mathews Capital Management in Folsom, CA and has over 29 years of experience in the finance industry.
Patrick McClain (CRD# 2055994) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 33 years of experience in the finance industry.
Judith McDaniel (CRD# 706142) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 44 years of experience in the finance industry.