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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
Erik Carlson (CRD# 4154481) is an Investment Advisor Representative working at Equitable Advisors, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Kathleen Carpenter (CRD# 2204356) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 32 years of experience in the finance industry. Kathleen Carpenter 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.
Timothy Chafin (CRD# 4447756) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 22 years of experience in the finance industry.
Steve Charonis (CRD# 3100888) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 25 years of experience in the finance industry.
James Chetwood Iii (CRD# 4889564) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 17 years of experience in the finance industry. James Chetwood Iii 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.
Kathryn Christensen (CRD# 5502944) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 16 years of experience in the finance industry.
Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Folsom, CA and has over 10 years of experience in the finance industry. Matthew Christl 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.
Michael Coates (CRD# 5397320) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 16 years of experience in the finance industry. Michael Coates 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.
Douglas Conklin (CRD# 1158010) is an Investment Advisor Representative working at Hightower Advisors, LLC in Folsom, CA and has over 40 years of experience in the finance industry.
Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 30 years of experience in the finance industry.