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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
Gregory Soulsburg (CRD# 4332606) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 22 years of experience in the finance industry.
David Torp (CRD# 724085) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 38 years of experience in the finance industry.
James Urda (CRD# 2285857) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 31 years of experience in the finance industry. James Urda 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.
Cynthia Voth (CRD# 4134011) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 22 years of experience in the finance industry.
Tiffany Walls (CRD# 5312292) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 14 years of experience in the finance industry.
Charles Webster (CRD# 6196887) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 10 years of experience in the finance industry.
Tonya West (CRD# 5713706) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 8 years of experience in the finance industry. Tonya West 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.
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.