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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
David McHugh (CRD# 2593161) is an Investment Advisor Representative working at Edward Jones in Auburn, CA and has over 29 years of experience in the finance industry.
Vinell McWilliams (CRD# 2434091) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lincoln, CA and has over 30 years of experience in the finance industry.
Keith Merson (CRD# 4578705) is an Investment Advisor Representative working at Sierra Wealth Advisors in Cool, CA and has over 21 years of experience in the finance industry. Keith Merson 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 Mishler (CRD# 2357540) is an Investment Advisor Representative working at Edward Jones in Auburn, CA and has over 30 years of experience in the finance industry.
Mark Mishler (CRD# 5500675) is an Investment Advisor Representative working at Edward Jones in Auburn, CA and has over 16 years of experience in the finance industry.
Kent Noard (CRD# 1026387) is an Investment Advisor Representative working at Kln Financial Group in Lincoln, CA and has over 32 years of experience in the finance industry. Kent Noard 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.
David Odom (CRD# 2935451) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, CA and has over 26 years of experience in the finance industry.
Frederick Osmond (CRD# 1662191) is an Investment Advisor Representative working at Verity Asset Management in Colfax, CA and has over 14 years of experience in the finance industry.
Christopher Packard (CRD# 4735491) is an Investment Advisor Representative working at Eagle Strategies LLC in Auburn, CA and has over 19 years of experience in the finance industry.
Matthew Percey (CRD# 6277709) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Auburn, CA and has over 10 years of experience in the finance industry.