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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
Jennifer Strong (CRD# 3003504) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 26 years of experience in the finance industry. Jennifer Strong 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.
Paul Sullivan (CRD# 4148731) is an Investment Advisor Representative working at Lpl Financial LLC in Healdsburg, CA and has over 24 years of experience in the finance industry. Paul Sullivan 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.
Dieter Thurow (CRD# 1435375) is an Investment Advisor Representative working at Emerson Equity LLC in Healdsburg, CA and has over 29 years of experience in the finance industry.
Robert Trent (CRD# 4540735) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.
John Trull (CRD# 1722787) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Cloverdale, CA and has over 36 years of experience in the finance industry.
Todd Vandenburg (CRD# 4728273) is an Investment Advisor Representative working at Vandenburg Capital Management in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
Melvyn Varrelman (CRD# 1318302) is an Investment Advisor Representative working at Cooper Mcmanus in Saint Helena, CA and has 1 year of experience in the finance industry.
Michael Veit (CRD# 4089591) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windsor, CA and has over 24 years of experience in the finance industry.
Barry Wong (CRD# 2815798) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Wong 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.