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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
Brian Locatelli (CRD# 6963816) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ukiah, CA and has over 5 years of experience in the finance industry.
Robert McAllister (CRD# 1239436) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 33 years of experience in the finance industry.
Michael Petri (CRD# 5986129) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ukiah, CA and has over 10 years of experience in the finance industry.
Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Clg LLC in Ukiah, CA and has over 23 years of experience in the finance industry.
Rand Rodgers (CRD# 2342984) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 30 years of experience in the finance industry.
Jennifer Strong (CRD# 3003504) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 26 years of experience in the finance industry. Jennifer Strong 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.
John Trull (CRD# 1722787) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Cloverdale, CA and has over 36 years of experience in the finance industry.
Yadira Bravo (CRD# 6693698) is an Investment Advisor Representative working at Cuso Financial Services, LP in Ukiah, CA and has over 7 years of experience in the finance industry.
Tyler Clark (CRD# 7112421) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 3 years of experience in the finance industry.
James Epstein (CRD# 3162542) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ukiah, CA and has over 24 years of experience in the finance industry.