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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
Jed Chmara (CRD# 1411956) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 38 years of experience in the finance industry.
Jared Dannis (CRD# 5619781) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 14 years of experience in the finance industry.
Scott Dawson (CRD# 2983201) is an Investment Advisor Representative working at Mosher Financial Advisors LLC in Lafayette, CA and has over 22 years of experience in the finance industry. Scott Dawson 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.
Peter Delaveaga (CRD# 3074379) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Lafayette, CA and has over 15 years of experience in the finance industry.
Michael Dixon (CRD# 1767122) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 33 years of experience in the finance industry.
Suresh Donthineni (CRD# 2284419) is an Investment Advisor Representative working at Olympia Wealth Management in Lafayette, CA and has over 31 years of experience in the finance industry.
Helen Draper (CRD# 6421183) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 5 years of experience in the finance industry.
Jason Dudum (CRD# 3105221) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 25 years of experience in the finance industry.
Evelyn Duka (CRD# 4318673) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lafayette, CA and has over 21 years of experience in the finance industry.
Richard Eckstein (CRD# 1059796) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 41 years of experience in the finance industry.