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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
Bruce Duarte (CRD# 4119897) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 23 years of experience in the finance industry.
Michael Elder (CRD# 2679514) is an Investment Advisor Representative working at Commonwealth Financial Network in Morgan Hill, CA and has over 28 years of experience in the finance industry.
Kristi Ellington (CRD# 2393426) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 30 years of experience in the finance industry.
Jared Elson (CRD# 5785661) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 13 years of experience in the finance industry.
Steven Emerson (CRD# 2953132) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 26 years of experience in the finance industry.
David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Montage Financial Advisors in Morgan Hill, CA and has over 18 years of experience in the finance industry. David Faulk 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.
Robert Fortino (CRD# 4540160) is an Investment Advisor Representative working at Edward Jones in Gilroy, CA and has over 21 years of experience in the finance industry.
Ruth Freitas (CRD# 5109823) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 17 years of experience in the finance industry.
Carlos Fullen (CRD# 6123954) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 11 years of experience in the finance industry.
Michael Garber (CRD# 4908320) is an Investment Advisor Representative working at Michael Garber Financial Planning in Gilroy, CA and has over 19 years of experience in the finance industry. Michael Garber 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.