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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
Danelle Dix (CRD# 4707037) is an Investment Advisor Representative working at Edward Jones in Jackson, CA and has over 20 years of experience in the finance industry.
Kathryn Duclo (CRD# 2967025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murphys, CA and has over 26 years of experience in the finance industry.
Julia Earle (CRD# 2462727) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 26 years of experience in the finance industry.
Eileen Erickson (CRD# 2722564) is an Investment Advisor Representative working at Erickson, Eileen Marie in Rancho Murieta, CA and has over 27 years of experience in the finance industry. Eileen Erickson 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.
Matt Erickson (CRD# 4158188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Placerville, CA and has over 24 years of experience in the finance industry.
Stephen Erickson (CRD# 4392288) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Dorado Hills, CA and has over 22 years of experience in the finance industry. Stephen Erickson 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.
Kathleen Faulkner (CRD# 2764332) is an Investment Advisor Representative working at Faulkner Financial Planning, LLC in Cameron Park, CA and has over 27 years of experience in the finance industry.
Rick Fergerson (CRD# 2693302) is an Investment Advisor Representative working at Fergerson Financial LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.
Michelle Fruit (CRD# 1135363) is an Investment Advisor Representative working at Edward Jones in El Dorado Hills, CA and has over 8 years of experience in the finance industry.