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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
Lynn Opp (CRD# 3202001) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Granite Bay, CA and has over 24 years of experience in the finance industry.
William Routh (CRD# 5531438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Granite Bay, CA and has over 14 years of experience in the finance industry. William Routh 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.
William Routh (CRD# 2117020) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Granite Bay, CA and has over 33 years of experience in the finance industry. William Routh 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.
John Scambray (CRD# 2231726) is an Investment Advisor Representative working at Onesource Wealth Management in Granite Bay, CA and has over 31 years of experience in the finance industry.
Michael Sebesta (CRD# 1572650) is an Investment Advisor Representative working at Lpl Financial LLC in Granite Bay, CA and has over 30 years of experience in the finance industry.
Gregory Shea (CRD# 6607066) is an Investment Advisor Representative working at De Novo Capital LLC in Granite Bay, CA and has over 8 years of experience in the finance industry.
Judith Steele (CRD# 1440891) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Granite Bay, CA and has over 38 years of experience in the finance industry.
Michael Thompson (CRD# 6211875) is an Investment Advisor Representative working at Spectrum Wealth Advisory Group, LLC in Granite Bay, CA and has over 10 years of experience in the finance industry.
Douglas Van Order (CRD# 2701270) is an Investment Advisor Representative working at Mml Investors Services, LLC in Granite Bay, CA and has over 28 years of experience in the finance industry.
Giuseppe Visconti (CRD# 5514465) is an Investment Advisor Representative working at Onesource Wealth Management in Granite Bay, CA and has over 15 years of experience in the finance industry.