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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
Kevin Duffy (CRD# 2673236) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 23 years of experience in the finance industry. Kevin Duffy 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.
Catherine Dunnam (CRD# 2308838) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 8 years of experience in the finance industry.
Scott Ebert (CRD# 2160896) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry. Scott Ebert 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.
Darren Edge (CRD# 6549222) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 7 years of experience in the finance industry.
Paul Erskine (CRD# 6889810) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.
Yanyan Evans (CRD# 6228049) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Folsom, CA and has over 10 years of experience in the finance industry.
Steven Fairchild (CRD# 849127) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 38 years of experience in the finance industry. Steven Fairchild 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.
Joseph Fergerson (CRD# 5314102) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Folsom, CA and has over 16 years of experience in the finance industry.
Sean Fisler (CRD# 4462807) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 22 years of experience in the finance industry.
Christina Florence (CRD# 4763024) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Folsom, CA and has over 19 years of experience in the finance industry. Christina Florence 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.