-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Camille Butterfield (CRD# 7283954) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Granite Bay, CA and has over 3 years of experience in the finance industry.
David Hicks (CRD# 7172378) is an Investment Advisor Representative working at Abound Financial in Granite Bay, CA and has over 4 years of experience in the finance industry. David Hicks 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.
Scott Leslie (CRD# 7351592) is an Investment Advisor Representative working at Edward Jones in Granite Bay, CA and has over 2 years of experience in the finance industry.
Jerry Palmer (CRD# 3270508) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 24 years of experience in the finance industry.
George Robertson (CRD# 5997036) is an Investment Advisor Representative working at Edward Jones in Granite Bay, CA and has over 3 years of experience in the finance industry.
Trevor Stone (CRD# 7509537) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has 1 year of experience in the finance industry. Trevor Stone 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.
James Willson (CRD# 3091857) is an Investment Advisor Representative working at Mml Investors Services, LLC in Granite Bay, CA and has over 23 years of experience in the finance industry.
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.
Salvador Abarca (CRD# 6247916) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has over 10 years of experience in the finance industry.