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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
Laurie Ingwersen (CRD# 4066323) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 24 years of experience in the finance industry. Laurie Ingwersen 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.
David Jackson (CRD# 2166645) is an Investment Advisor Representative working at Silverback Financial in Valley Springs, CA and has over 29 years of experience in the finance industry.
Jarrod Jacobi (CRD# 2582025) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 28 years of experience in the finance industry.
Brian James (CRD# 2963035) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 26 years of experience in the finance industry. Brian James 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.
Ryan Jantzen (CRD# 2164209) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 32 years of experience in the finance industry.
David Joiner (CRD# 4520591) is an Investment Advisor Representative working at Joiner Financial, LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.
John Joyce (CRD# 5593705) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 14 years of experience in the finance industry.
Sabrina Julian (CRD# 4469907) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murphys, CA and has over 22 years of experience in the finance industry.
Michael Kachmar (CRD# 2767766) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Folsom, CA and has over 27 years of experience in the finance industry.
Benjamin Knight (CRD# 5312758) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has over 16 years of experience in the finance industry. Benjamin Knight 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.