-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Timothy Knittel (CRD# 6159960) is an Investment Advisor Representative working at Edward Jones in Ione, CA and has over 10 years of experience in the finance industry.
Eric Figueroa (CRD# 7458943) is an Investment Advisor Representative working at Hesperian Wealth in Ione, CA and has over 6 years of experience in the finance industry. Eric Figueroa 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.
Salvador Abarca (CRD# 6247916) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has over 10 years of experience in the finance industry.
Jeffrey Adams (CRD# 2712051) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 28 years of experience in the finance industry. Jeffrey Adams 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.
Nina Adams (CRD# 2163086) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 32 years of experience in the finance industry.
Ricardo Aguilera (CRD# 6049685) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 11 years of experience in the finance industry.
Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 25 years of experience in the finance industry.
Mark Allen (CRD# 5287073) is an Investment Advisor Representative working at Continuum Advisory, LLC in Folsom, CA and has over 17 years of experience in the finance industry. Mark Allen 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.
William Altavilla (CRD# 1979355) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 30 years of experience in the finance industry.
Susan Ando (CRD# 4988827) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Folsom, CA and has over 18 years of experience in the finance industry.