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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
Jeremy Geels (CRD# 6354852) is an Investment Advisor Representative working at Edward Jones in Capitola, CA and has over 9 years of experience in the finance industry.
Christopher George (CRD# 4199273) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 23 years of experience in the finance industry.
Howard Given (CRD# 2307489) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 31 years of experience in the finance industry.
Jeffrey Gorman (CRD# 2250317) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 26 years of experience in the finance industry.
Christopher Grado (CRD# 7024071) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 5 years of experience in the finance industry.
Paul Gregory (CRD# 2981752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Jason Griffin (CRD# 2725523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 27 years of experience in the finance industry.
John Griffin (CRD# 2373019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salinas, CA and has over 30 years of experience in the finance industry.
Douglas Gutshall (CRD# 2420463) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 30 years of experience in the finance industry.
Linda Guy (CRD# 2953517) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 26 years of experience in the finance industry. Linda Guy 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.