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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
Courtney McElvain (CRD# 5654618) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redding, CA and has over 14 years of experience in the finance industry.
Patrick McNally (CRD# 5167829) is an Investment Advisor Representative working at Retirement Lifestyles Advisory Group in Redding, CA and has over 16 years of experience in the finance industry.
Deanna Mercurio (CRD# 1327619) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redding, CA and has over 37 years of experience in the finance industry.
Jeffrey Miller (CRD# 4262149) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redding, CA and has over 23 years of experience in the finance industry.
Carlos Miranda (CRD# 4782207) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redding, CA and has over 19 years of experience in the finance industry.
Glenn Morris (CRD# 2304786) is an Investment Advisor Representative working at Morris Wealth Management in Anderson, CA and has over 31 years of experience in the finance industry. Glenn Morris 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.
Mark Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 14 years of experience in the finance industry.
Theresa Nachman (CRD# 4162480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redding, CA and has over 23 years of experience in the finance industry.
David Nelson (CRD# 2315187) is an Investment Advisor Representative working at Lpl Financial LLC in Redding, CA and has over 31 years of experience in the finance industry.
Blair Nightingale (CRD# 6641715) is an Investment Advisor Representative working at Tradeway in Redding, CA and has over 7 years of experience in the finance industry.