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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
Tommy Huynh (CRD# 6238296) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 8 years of experience in the finance industry. Tommy Huynh 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.
Lydia Idem (CRD# 6350937) is an Investment Advisor Representative working at Fm Capital Group in Oakland, CA and has over 9 years of experience in the finance industry.
Michael Inman (CRD# 6791139) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 6 years of experience in the finance industry.
Alicia Ivancovich (CRD# 3206325) is an Investment Advisor Representative working at Financially Healthy, LLC in Oakland, CA and has over 24 years of experience in the finance industry. Alicia Ivancovich 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.
Cathy Jackson-Gent (CRD# 1547985) is an Investment Advisor Representative working at Global Investment Company in Oakland, CA and has over 33 years of experience in the finance industry.
Patricia Jennerjohn (CRD# 2429911) is an Investment Advisor Representative working at Focused Finances, LLC in Oakland, CA and has 1 year of experience in the finance industry. Patricia Jennerjohn 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.
Everett Johnson (CRD# 4539323) is an Investment Advisor Representative working at Lpl Financial LLC in Oakland, CA and has over 21 years of experience in the finance industry.
Mark Keeling (CRD# 2793706) 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.
Leon Khersonsky (CRD# 2530442) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Oakland, CA and has over 29 years of experience in the finance industry. Leon Khersonsky 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.
Gregory Knight (CRD# 6720395) is an Investment Advisor Representative working at Engage Advising in Oakland, CA and has 1 year of experience in the finance industry. Gregory Knight 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.