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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
Richard Ascalon (CRD# 4552264) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Folsom, CA and has over 17 years of experience in the finance industry.
Mark Atkins (CRD# 2232364) is an Investment Advisor Representative working at Primerica Advisors in Sacramento, CA and has over 31 years of experience in the finance industry.
David Aton (CRD# 2849326) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 27 years of experience in the finance industry. David Aton 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.
Larry Au (CRD# 4741780) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, CA and has over 20 years of experience in the finance industry.
Zaida Avila (CRD# 6899568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 5 years of experience in the finance industry.
Dwaine Baasch (CRD# 5731182) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 14 years of experience in the finance industry.
Bradley Baer (CRD# 1991826) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Roseville, CA and has over 33 years of experience in the finance industry.
Erik Bagley (CRD# 6824405) is an Investment Advisor Representative working at Principal Securities, Inc. in Folsom, CA and has over 6 years of experience in the finance industry.
Hunter Bailey (CRD# 720550) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Citrus Heights, CA and has over 39 years of experience in the finance industry.
Brian Bain (CRD# 5191513) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 17 years of experience in the finance industry.