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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
Erik Carlson (CRD# 4154481) is an Investment Advisor Representative working at Equitable Advisors, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Kathleen Carpenter (CRD# 2204356) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 32 years of experience in the finance industry. Kathleen Carpenter 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.
Daniel Castillo (CRD# 6130068) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lodi, CA and has over 11 years of experience in the finance industry.
Timothy Chafin (CRD# 4447756) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 22 years of experience in the finance industry.
John Chapman (CRD# 6080596) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 12 years of experience in the finance industry.
Steve Charonis (CRD# 3100888) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 25 years of experience in the finance industry.
Alisa Chatham (CRD# 2913395) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 26 years of experience in the finance industry.
Gwendolyn Chatham (CRD# 1087730) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 41 years of experience in the finance industry. Gwendolyn Chatham 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 Chatham (CRD# 1217514) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 26 years of experience in the finance industry.
Jasdeep Cheema (CRD# 5278447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elk Grove, CA and has over 16 years of experience in the finance industry.