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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
Serena Davis (CRD# 4336839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sonora, CA and has over 22 years of experience in the finance industry.
Danelle Dix (CRD# 4707037) is an Investment Advisor Representative working at Edward Jones in Jackson, CA and has over 20 years of experience in the finance industry.
Aurelia Dukes (CRD# 2214150) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sonoma, CA and has over 31 years of experience in the finance industry.
Connie Ferrell (CRD# 4812710) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
Larry Fletcher (CRD# 1534213) is an Investment Advisor Representative working at Mariner Independent in Pine Grove, CA and has 1 year of experience in the finance industry. Larry Fletcher 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.
Blane Franca (CRD# 5430489) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 8 years of experience in the finance industry.
Steven Goldberg (CRD# 5207673) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 17 years of experience in the finance industry.
Howard Gorbach (CRD# 2224517) is an Investment Advisor Representative working at Principal Securities, Inc. in Sonoma, CA and has over 31 years of experience in the finance industry.
Rick Healy (CRD# 1036232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pioneer, CA and has over 29 years of experience in the finance industry. Rick Healy 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.
Kimberly Hembree (CRD# 5228212) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 17 years of experience in the finance industry.