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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
Sean Lockwood (CRD# 6611853) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roseville,, CA and has over 7 years of experience in the finance industry.
Jeffrey Lorenz (CRD# 2732722) is an Investment Advisor Representative working at Advisory Alpha, LLC in Rocklin, CA and has over 27 years of experience in the finance industry.
Douglas Lutkus (CRD# 4029478) is an Investment Advisor Representative working at Lutkus in Lincoln, CA and has over 24 years of experience in the finance industry.
Patrick Magnani (CRD# 5891982) is an Investment Advisor Representative working at Edward Jones in Roseville, CA and has over 13 years of experience in the finance industry.
Richard Marcoux (CRD# 4796200) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Rocklin, CA and has over 19 years of experience in the finance industry.
Chris Marovich (CRD# 2299445) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rocklin, CA and has over 28 years of experience in the finance industry.
Donald Mason (CRD# 6040275) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 11 years of experience in the finance industry.
Michelle Matthews (CRD# 6540856) is an Investment Advisor Representative working at Edward Jones in Colusa, CA and has over 8 years of experience in the finance industry.
Joshua McAnally (CRD# 4958363) is an Investment Advisor Representative working at Lpl Financial LLC in Newcastle, CA and has over 18 years of experience in the finance industry.
Sean McCabe (CRD# 4684817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 20 years of experience in the finance industry.