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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
Gary Norman (CRD# 5007022) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 18 years of experience in the finance industry.
Shawn Oliver (CRD# 2015244) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 33 years of experience in the finance industry.
Mark Richmond (CRD# 1520828) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 31 years of experience in the finance industry. Mark Richmond 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.
Oscar Robles (CRD# 5460977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 16 years of experience in the finance industry.
Robin Rocha (CRD# 1303031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 38 years of experience in the finance industry.
Emmanuel Rojas (CRD# 6393325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 9 years of experience in the finance industry.
Kerry Romstad (CRD# 2494712) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 28 years of experience in the finance industry.
Christopher Roth (CRD# 5155417) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 17 years of experience in the finance industry.
Christopher Small (CRD# 5594113) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Napa, CA and has over 15 years of experience in the finance industry.
Eva Soares (CRD# 4522667) is an Investment Advisor Representative working at Soares Financial, Inc. in Napa, CA and has 1 year of experience in the finance industry. Eva Soares 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.