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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
Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 27 years of experience in the finance industry.
Kristina Cagle (CRD# 5397193) is an Investment Advisor Representative working at Alphacore Capital LLC in Loomis, CA and has over 10 years of experience in the finance industry.
Sharla Caves (CRD# 5843169) is an Investment Advisor Representative working at Edward Jones in Loomis, CA and has over 13 years of experience in the finance industry.
Ryan Demartini (CRD# 5647971) is an Investment Advisor Representative working at Jc Financial Services in Loomis, CA and has over 11 years of experience in the finance industry.
Randolph Elder (CRD# 715461) is an Investment Advisor Representative working at Randolph Elder, Cfp in Loomis, CA and has over 30 years of experience in the finance industry. Randolph Elder 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 Scherer (CRD# 2903885) is an Investment Advisor Representative working at Lpl Financial LLC in Loomis, CA and has over 26 years of experience in the finance industry.
Christopher Shuba (CRD# 4031188) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Loomis, CA and has over 24 years of experience in the finance industry.
Brian Conrad (CRD# 5004167) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 17 years of experience in the finance industry.
Paul Holliday (CRD# 6016236) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Loomis, CA and has over 12 years of experience in the finance industry.
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.