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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
Daniel Normoyle (CRD# 3015934) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Folsom, CA and has over 22 years of experience in the finance industry.
Carol Novak (CRD# 1785964) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 27 years of experience in the finance industry. Carol Novak 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.
Daniel Novak (CRD# 1316721) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 27 years of experience in the finance industry. Daniel Novak 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 Pacheco (CRD# 5467434) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 16 years of experience in the finance industry.
Erika Pandy (CRD# 6780740) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Folsom, CA and has over 6 years of experience in the finance industry.
Chintan Patel (CRD# 6905983) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Folsom, CA and has over 6 years of experience in the finance industry.
Svatava Pearce (CRD# 6500802) is an Investment Advisor Representative working at Equitable Advisors, LLC in Folsom, CA and has over 8 years of experience in the finance industry.
Angel Perez (CRD# 2854651) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 26 years of experience in the finance industry. Angel Perez 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.
Jeffrey Perry (CRD# 1795927) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Folsom, CA and has over 27 years of experience in the finance industry.
Russel Phelps (CRD# 2347545) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Folsom, CA and has over 30 years of experience in the finance industry. Russel Phelps 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.