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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
John Kerns (CRD# 2411385) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 20 years of experience in the finance industry.
Marc Larhette (CRD# 2008528) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 33 years of experience in the finance industry. Marc Larhette 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 Lewis (CRD# 2945897) is an Investment Advisor Representative working at Lewis Asset Management in Lafayette, CA and has over 26 years of experience in the finance industry.
Alex Lilles (CRD# 3190871) is an Investment Advisor Representative working at Stewart & Patten Co LLC in Lafayette, CA and has over 25 years of experience in the finance industry.
Thomas Lin (CRD# 1568598) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 26 years of experience in the finance industry. Thomas Lin 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.
Joseph Long (CRD# 1198708) is an Investment Advisor Representative working at Cuso Financial Services in Lafayette, CA and has over 20 years of experience in the finance industry.
David Lowery (CRD# 2704968) is an Investment Advisor Representative working at Lowery Thomas, LLC in Lafayette, CA and has over 28 years of experience in the finance industry.
Stewart McGuire (CRD# 4595216) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry. Stewart McGuire 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.
James Miller (CRD# 334955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry. James Miller 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.
Jerry Mosher (CRD# 341322) is an Investment Advisor Representative working at American Investors Co in Lafayette, CA and has over 29 years of experience in the finance industry. Jerry Mosher 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.