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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
Joann Donangelo (CRD# 6226148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
Ercilia Donnelly (CRD# 5002748) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Capitola, CA and has over 10 years of experience in the finance industry.
David Doolin (CRD# 4490102) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 15 years of experience in the finance industry.
Bruce Duarte (CRD# 4119897) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 23 years of experience in the finance industry.
Alexander Duddy (CRD# 5846514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 13 years of experience in the finance industry.
Caroline Duddy (CRD# 6751108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Frank Dyer (CRD# 714057) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 43 years of experience in the finance industry.
Kathleen Eckerson (CRD# 2868958) is an Investment Advisor Representative working at Advisory Alpha, LLC in Pebble Beach, CA and has over 26 years of experience in the finance industry.
Steven Emerson (CRD# 2953132) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 26 years of experience in the finance industry.
Michael Enz (CRD# 2466238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 29 years of experience in the finance industry.