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Distance Only Napa, CA
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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
Melanie Whitehead (CRD# 4351433) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Napa, CA and has over 23 years of experience in the finance industry. Melanie Whitehead 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.
Patricia Williams (CRD# 1006661) is an Investment Advisor Representative working at The Delta Group in Napa, CA and has over 40 years of experience in the finance industry.
Cody Barclay (CRD# 7138115) is an Investment Advisor Representative working at Advisor Resource Council in Napa, CA and has over 3 years of experience in the finance industry.
Silvio Bettinelli (CRD# 7798586) is an Investment Advisor Representative working at Fermata Advisors in Napa, CA and has 1 year of experience in the finance industry.
Edward Ryan Bondoc (CRD# 7223260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 2 years of experience in the finance industry.
John Cardinale (CRD# 3051185) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Napa, CA and has over 23 years of experience in the finance industry.
Thomas Commander (CRD# 7160345) is an Investment Advisor Representative working at Cwm, LLC in Napa, CA and has over 4 years of experience in the finance industry.
Patrisia Contreras-Vigil (CRD# 7230844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 2 years of experience in the finance industry.
John Cowles (CRD# 7074615) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 4 years of experience in the finance industry.
Julie Cutler (CRD# 4863987) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Napa, CA and has over 3 years of experience in the finance industry.