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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
Javier Cardenas (CRD# 4133195) is an Investment Advisor Representative working at Avantax Advisory Services in Elk Grove, CA and has over 24 years of experience in the finance industry. Javier Cardenas 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.
Phillip Cardinale (CRD# 1287524) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Joel Carignan (CRD# 5631081) is an Investment Advisor Representative working at Edward Jones in Stockton, CA and has over 15 years of experience in the finance industry.
Thomas Carlson (CRD# 1920251) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Robert Carmichael (CRD# 2360609) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Peter Carolan (CRD# 5373849) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 15 years of experience in the finance industry. Peter Carolan 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.
Marco Carrasco (CRD# 6866377) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brentwood, CA and has over 6 years of experience in the finance industry.
Charles Carter (CRD# 2683785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Danville, CA and has over 28 years of experience in the finance industry.
Corey Casilio (CRD# 4560030) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry. Ian Castille 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.