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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
Eric Swensen (CRD# 4906053) is an Investment Advisor Representative working at Adero Partners, LLC in Rocklin, CA and has over 19 years of experience in the finance industry. Eric Swensen 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 Tarke (CRD# 2191156) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 32 years of experience in the finance industry. David Tarke 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.
George Tarwater (CRD# 2894234) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Yuba City, CA and has over 25 years of experience in the finance industry.
Houston Taylor (CRD# 2973758) is an Investment Advisor Representative working at Edward Jones in Yuba City, CA and has over 26 years of experience in the finance industry.
Ivan Tidwell (CRD# 6882098) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has 1 year of experience in the finance industry. Ivan Tidwell 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 Toms (CRD# 2434769) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocklin, CA and has over 26 years of experience in the finance industry.
Nghi Tu (CRD# 6139516) is an Investment Advisor Representative working at Guiding Star Group, LLC in Rcoklin, CA and has over 11 years of experience in the finance industry.
John Vanneman (CRD# 5615313) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 15 years of experience in the finance industry. John Vanneman 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 Venegas (CRD# 2027844) is an Investment Advisor Representative working at Lpl Financial LLC in Yuba City, CA and has over 27 years of experience in the finance industry.
Aaron Wagner (CRD# 3241563) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 21 years of experience in the finance industry.