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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
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.
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.
John Goldsmith (CRD# 2870130) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 26 years of experience in the finance industry.
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.
Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 21 years of experience in the finance industry. Zachary Hagen 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.
Charles Kelly (CRD# 266896) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 29 years of experience in the finance industry.
Michelle Lang-Payne (CRD# 1938385) is an Investment Advisor Representative working at Gwn Securities Inc. in Healdsburg, CA and has over 13 years of experience in the finance industry. Michelle Lang-Payne 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.
Brian Locatelli (CRD# 6963816) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ukiah, CA and has over 5 years of experience in the finance industry.
Robert McAllister (CRD# 1239436) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 33 years of experience in the finance industry.