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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
Karey Chester (CRD# 3113952) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 20 years of experience in the finance industry.
Kathryn Christensen (CRD# 5502944) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 16 years of experience in the finance industry.
Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Folsom, CA and has over 10 years of experience in the finance industry. Matthew Christl 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.
Michael Coates (CRD# 5397320) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 16 years of experience in the finance industry. Michael Coates 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.
Francis Cockrell (CRD# 2747996) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sacramento, CA and has over 27 years of experience in the finance industry.
Michael Cohen (CRD# 4553922) is an Investment Advisor Representative working at Mdc Financial Research, LLC in El Dorado Hills, CA and has over 21 years of experience in the finance industry.
Gerard Coleman (CRD# 1274607) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gold River, CA and has over 30 years of experience in the finance industry.
Rick Collins (CRD# 2383312) is an Investment Advisor Representative working at Lpl Financial LLC in Fair Oaks, CA and has over 30 years of experience in the finance industry.
Charles Comeau (CRD# 2733613) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 27 years of experience in the finance industry.
David Comstock (CRD# 2550179) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 29 years of experience in the finance industry.