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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
Phuoc Van (CRD# 7006310) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Dorado Hills, CA and has over 5 years of experience in the finance industry.
Craig Vanhulzen (CRD# 2468474) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 30 years of experience in the finance industry.
Shaun Verner (CRD# 2458443) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 30 years of experience in the finance industry.
David Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 23 years of experience in the finance industry. David Waldrop 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.
Corbin Weatherby (CRD# 6670356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cameron Park, CA and has over 7 years of experience in the finance industry.
Spencer Weston (CRD# 1482772) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cameron Park, CA and has over 25 years of experience in the finance industry.
Jason Wetsel (CRD# 5125218) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in Shingle Springs, CA and has over 17 years of experience in the finance industry.
Justin Wilcox (CRD# 6427017) is an Investment Advisor Representative working at Mdc Financial Research, LLC in El Dorado Hills, CA and has over 9 years of experience in the finance industry.
Jeffrey Wood (CRD# 5760705) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 14 years of experience in the finance industry.
Benjamin Young (CRD# 5030120) is an Investment Advisor Representative working at Lpl Financial LLC in Cameron Park, CA and has over 18 years of experience in the finance industry.