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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
Heather Huppe (CRD# 5775602) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 13 years of experience in the finance industry. Heather Huppe 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.
Janeen Ingram (CRD# 3159867) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 24 years of experience in the finance industry.
Laurie Ingwersen (CRD# 4066323) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 24 years of experience in the finance industry. Laurie Ingwersen 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.
Brian James (CRD# 2963035) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 26 years of experience in the finance industry. Brian James 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 Jantzen (CRD# 2164209) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 32 years of experience in the finance industry.
John Joyce (CRD# 5593705) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 14 years of experience in the finance industry.
Benjamin Knight (CRD# 5312758) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 16 years of experience in the finance industry. Benjamin Knight 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 Kopczynski (CRD# 1437112) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 38 years of experience in the finance industry.
Edwin Kumar (CRD# 5109927) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Folsom, CA and has over 17 years of experience in the finance industry.
Laurie Kyro (CRD# 2353212) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 14 years of experience in the finance industry.