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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
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.
William Corley (CRD# 1963052) is an Investment Advisor Representative working at Corley Investment Management in Folsom, CA and has over 33 years of experience in the finance industry. William Corley 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.
Dennis Dachtler (CRD# 1348432) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 27 years of experience in the finance industry.
Leslie Day (CRD# 2019443) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 34 years of experience in the finance industry. Leslie Day 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 Deboer (CRD# 1791118) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Patrick Donnelly (CRD# 4304426) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Herman Doughty (CRD# 4890912) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 12 years of experience in the finance industry.
Charles Downs (CRD# 1839892) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 35 years of experience in the finance industry.
Erin Drennon (CRD# 6937419) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 5 years of experience in the finance industry.