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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
Todd Frediani (CRD# 2630002) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 28 years of experience in the finance industry.
William Fredrickson (CRD# 2748994) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 27 years of experience in the finance industry.
Raymond Gadbois (CRD# 5167530) is an Investment Advisor Representative working at Index Financial Advisors LLC in Healdsburg, CA and has over 17 years of experience in the finance industry. Raymond Gadbois 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.
Richard Garber (CRD# 2240136) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Saint Helena, CA and has over 31 years of experience in the finance industry.
Gregory Garvan (CRD# 2406323) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 30 years of experience in the finance industry.
Joseph Gass (CRD# 2758784) is an Investment Advisor Representative working at Mariner Independent in Windsor, CA and has over 20 years of experience in the finance industry.
Robert Gemmer (CRD# 858158) is an Investment Advisor Representative working at American Investors Co in Healdsburg, CA and has over 24 years of experience in the finance industry. Robert Gemmer 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.
Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry. Kenneth Gott 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.
Kevin Goulding (CRD# 7017074) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 5 years of experience in the finance industry. Kevin Goulding 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.
Dolph Green (CRD# 1724292) is an Investment Advisor Representative working at Edward Jones in Cloverdale, CA and has over 36 years of experience in the finance industry. Dolph Green 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.