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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
Ashley Cherry (CRD# 4969357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Bryan Chew (CRD# 2004384) is an Investment Advisor Representative working at Commonwealth Financial Network in Elk Grove, CA and has over 32 years of experience in the finance industry. Bryan Chew 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 Ching (CRD# 2051991) is an Investment Advisor Representative working at Nardene Wealth Management Inc. in Brentwood, CA and has over 33 years of experience in the finance industry.
Kakhaber Chkheidze (CRD# 5265657) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 17 years of experience in the finance industry. Kakhaber Chkheidze 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.
Tanner Choate (CRD# 7020979) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 5 years of experience in the finance industry.
James Choi (CRD# 5118880) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Danville, CA and has over 15 years of experience in the finance industry.
Michael Chong (CRD# 5475970) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 16 years of experience in the finance industry. Michael Chong 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.
Stephan Choulos (CRD# 3247609) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Tyrone Chow (CRD# 3095546) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Edward Christiansen (CRD# 2540924) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry.