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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
John Spees (CRD# 2479218) is an Investment Advisor Representative working at Granite Capital in Oakland, CA and has over 17 years of experience in the finance industry.
John Stratton (CRD# 2761672) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has over 27 years of experience in the finance industry. John Stratton 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.
Thomas Swift (CRD# 2867067) is an Investment Advisor Representative working at Financial Avengers, Inc. in Oakland, CA and has over 27 years of experience in the finance industry.
Elizabeth Taylor (CRD# 6404273) is an Investment Advisor Representative working at Ella Financial Advising in Oakland, CA and has 1 year of experience in the finance industry. Elizabeth Taylor 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.
Michael Troxell (CRD# 5561352) is an Investment Advisor Representative working at Modern Financial Planning in Oakland, CA and has over 6 years of experience in the finance industry.
Shevick Vanderwey (CRD# 6254720) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 10 years of experience in the finance industry.
Susan Vidalon-Suzuki (CRD# 6963237) is an Investment Advisor Representative working at Equitable Advisors, LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Mark Walsh (CRD# 5268900) is an Investment Advisor Representative working at Walsh Financial Consulting in Oakland, CA and has over 17 years of experience in the finance industry. Mark Walsh 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.
Troy White (CRD# 4195486) is an Investment Advisor Representative working at Hoodoo in Oakland, CA and has over 23 years of experience in the finance industry.