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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
James Apgar (CRD# 5830641) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roseville, CA and has over 12 years of experience in the finance industry.
Ashley Archer (CRD# 6335318) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 9 years of experience in the finance industry.
Dino Arena (CRD# 2331352) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 23 years of experience in the finance industry.
Jason Arnold (CRD# 4469863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 22 years of experience in the finance industry.
John Arrasmith (CRD# 6959028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roseville, CA and has over 5 years of experience in the finance industry.
Mark Atkins (CRD# 2232364) is an Investment Advisor Representative working at Primerica Advisors in Roseville, CA and has over 31 years of experience in the finance industry.
David Aton (CRD# 2849326) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 27 years of experience in the finance industry. David Aton 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.
Zaida Avila (CRD# 6899568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 6 years of experience in the finance industry.
Joseph Azevedo (CRD# 4947690) is an Investment Advisor Representative working at Lpl Financial LLC in Yuba City, CA and has over 18 years of experience in the finance industry.
Bradley Baer (CRD# 1991826) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Roseville, CA and has over 33 years of experience in the finance industry.