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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
Bryan Anderson (CRD# 5581941) is an Investment Advisor Representative working at Edward Jones in Healdsburg, CA and has over 15 years of experience in the finance industry.
Antonio Andrade (CRD# 2005535) is an Investment Advisor Representative working at Antonio Andrade, Cfp in Ukiah, CA and has 1 year of experience in the finance industry. Antonio Andrade 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.
Karen Barta (CRD# 6376747) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Pleasant Hill, CA and has over 9 years of experience in the finance industry.
Kyle Broin (CRD# 6196136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Healdsburg, CA and has over 8 years of experience in the finance industry.
Sean Callinan (CRD# 1988530) is an Investment Advisor Representative working at Fisher Investments in Healdsburg, CA and has over 31 years of experience in the finance industry.
Robert Clark (CRD# 4712165) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 20 years of experience in the finance industry.
Brent Clausen (CRD# 1453808) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 38 years of experience in the finance industry.
Patrick Coyne (CRD# 1361042) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Ukiah, CA and has 1 year of experience in the finance industry. Patrick Coyne 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.
Sara Crouch (CRD# 5263454) is an Investment Advisor Representative working at Cuso Financial Services in Cloverdale, CA and has over 17 years of experience in the finance industry.
Nanette Dutcher (CRD# 3036092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakeport, CA and has over 23 years of experience in the finance industry.