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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
Kevin Twing (CRD# 4482226) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 22 years of experience in the finance industry.
Lori Wagner (CRD# 5029648) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lodi, CA and has over 18 years of experience in the finance industry.
David Worcester (CRD# 1295942) is an Investment Advisor Representative working at Aspire Advisory Services in Lodi, CA and has over 36 years of experience in the finance industry. David Worcester 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.
Pamela Zedick (CRD# 4554821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lodi, CA and has over 21 years of experience in the finance industry. Pamela Zedick 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.
Adrian Castillo (CRD# 6055514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lodi, CA and has over 9 years of experience in the finance industry.
Alexander Glaros (CRD# 7194290) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has over 4 years of experience in the finance industry.
Charles Immekus (CRD# 6748743) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lodi, CA and has over 4 years of experience in the finance industry.
Albert Locy (CRD# 1421454) is an Investment Advisor Representative working at Al Locy Financial Services LLC in Lodi, CA and has over 37 years of experience in the finance industry.
Wayne Martin (CRD# 7217937) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lodi, CA and has over 3 years of experience in the finance industry.
David Nugent (CRD# 5577433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lodi, CA and has over 15 years of experience in the finance industry.