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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
Misty Jones (CRD# 2944063) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 24 years of experience in the finance industry.
Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 25 years of experience in the finance industry. Paula Key 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.
Wyatt Knippen (CRD# 6876807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 6 years of experience in the finance industry.
Amy Knopka (CRD# 6261597) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 9 years of experience in the finance industry.
Paul Krsek (CRD# 716944) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 43 years of experience in the finance industry.
George Lambrix (CRD# 1261093) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 32 years of experience in the finance industry.
John Liles (CRD# 1824552) is an Investment Advisor Representative working at John H. Liles, Cfp in Napa, CA and has 1 year of experience in the finance industry. John Liles 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.
Robert Lockhart (CRD# 5575605) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Napa, CA and has over 15 years of experience in the finance industry.
Susan Lyle (CRD# 1980360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 34 years of experience in the finance industry.
Gerardo Martin (CRD# 4967145) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 18 years of experience in the finance industry.