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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
Gilbert Hawkins (CRD# 240165) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Scott Holder (CRD# 2427353) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Michele Holton (CRD# 2162301) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 8 years of experience in the finance industry.
David Homan (CRD# 6180968) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. David Homan 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.
Brett Howard (CRD# 4624492) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.
Renee Hyde (CRD# 4433727) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Windsor, CA and has over 21 years of experience in the finance industry.
Melissa Imhaus (CRD# 4932749) is an Investment Advisor Representative working at Imhaus Investment Advisors LLC in Windsor, CA and has over 18 years of experience in the finance industry.
Michael Indart (CRD# 5643606) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Michael Indart 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.
Jeffrey James (CRD# 2460384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Jason Johnson (CRD# 6337158) is an Investment Advisor Representative working at Mariner Independent in Santa Rosa, CA and has over 9 years of experience in the finance industry.