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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
Jeffrey Stark (CRD# 800028) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 42 years of experience in the finance industry.
Alfred Steingraf (CRD# 6805808) is an Investment Advisor Representative working at Edward Jones in Lafayette, CA and has over 6 years of experience in the finance industry.
Micheal Taylor (CRD# 5608019) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lafayette, CA and has over 15 years of experience in the finance industry.
Trey Thompson (CRD# 5675842) is an Investment Advisor Representative working at Edward Jones in Lafayette, CA and has over 13 years of experience in the finance industry.
William Tom (CRD# 5204040) is an Investment Advisor Representative working at Mosher Financial Advisors LLC in Lafayette, CA and has over 9 years of experience in the finance industry. William Tom 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.
Federico Torre (CRD# 6941270) is an Investment Advisor Representative working at Torre Financial in Lafayette, CA and has over 6 years of experience in the finance industry.
Monica Van Eck (CRD# 5818333) is an Investment Advisor Representative working at Ep Wealth Advisors in Lafayette, CA and has over 13 years of experience in the finance industry. Monica Van Eck 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 Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 11 years of experience in the finance industry. Joseph Wallace 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.
Nancy Woodall (CRD# 3223028) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has 1 year of experience in the finance industry.
Robert Wright (CRD# 3159883) is an Investment Advisor Representative working at Principal Securities, Inc. in Lafayette, CA and has over 25 years of experience in the finance industry.