-
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
Patrick Connelly (CRD# 6843800) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 30 years of experience in the finance industry.
William Corley (CRD# 1963052) is an Investment Advisor Representative working at Corley Investment Management in Folsom, CA and has over 33 years of experience in the finance industry. William Corley 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.
Christopher Cottrell (CRD# 6669357) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Dorado Hills, CA and has over 7 years of experience in the finance industry. Christopher Cottrell 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.
Nicholas Crane (CRD# 1109063) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in El Dorado Hills, CA and has over 41 years of experience in the finance industry.
Mark Crissman (CRD# 6730006) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Lisa Cristiano (CRD# 6696131) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Patrick Crow (CRD# 4022662) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, CA and has over 24 years of experience in the finance industry.
Matthew Crowley (CRD# 3135488) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rancho Cordova, CA and has over 25 years of experience in the finance industry.
Douglas Crumley (CRD# 4794885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fair Oaks, CA and has over 20 years of experience in the finance industry.