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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
Alexa Phillips (CRD# 6283061) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 8 years of experience in the finance industry.
Hugh Phillips (CRD# 1816426) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 26 years of experience in the finance industry. Hugh Phillips 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.
Scott Planer (CRD# 5137468) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 17 years of experience in the finance industry.
Charles Plog (CRD# 2174253) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 32 years of experience in the finance industry.
Randall Ponder (CRD# 1898706) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry. Randall Ponder 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.
Ryan Prestimonico (CRD# 4218999) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Folsom, CA and has over 23 years of experience in the finance industry.
Amy Priar (CRD# 6651713) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 7 years of experience in the finance industry.
Eva Purvis (CRD# 4397484) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 22 years of experience in the finance industry. Eva Purvis 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.
Natalie Quirarte (CRD# 2314765) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 31 years of experience in the finance industry. Natalie Quirarte 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.
Jay Ramey (CRD# 1873526) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Folsom, CA and has over 35 years of experience in the finance industry.