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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
Daniel Alcala (CRD# 4690096) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Daren Alcantar (CRD# 5527219) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 10 years of experience in the finance industry.
Earl Alexander (CRD# 814525) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 30 years of experience in the finance industry.
Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Petaluma, CA and has over 33 years of experience in the finance industry. Jimmie Alexander 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.
Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.
Melissa Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Sean Ali (CRD# 1452433) is an Investment Advisor Representative working at Wells Fargo Advisors in Ross, CA and has over 38 years of experience in the finance industry. Sean Ali 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.
Terry Allen (CRD# 1477937) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 19 years of experience in the finance industry.
Richard Alpert (CRD# 4487716) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 21 years of experience in the finance industry. Richard Alpert 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.