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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
Shari Merle (CRD# 1926355) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 24 years of experience in the finance industry.
Stephen Merle (CRD# 2824353) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 17 years of experience in the finance industry.
Michael Mitchell (CRD# 2203963) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Avery, CA and has over 32 years of experience in the finance industry.
Matthew Murdock (CRD# 5041060) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 18 years of experience in the finance industry.
Joshua Myer (CRD# 6556093) 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.
Daniel Needler (CRD# 2723410) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in El Dorado Hills, CA and has over 28 years of experience in the finance industry.
Bradley Nicholson (CRD# 4846561) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 20 years of experience in the finance industry. Bradley Nicholson 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.
Suzanne O'neal (CRD# 5353746) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 7 years of experience in the finance industry.
Brian Olmstead (CRD# 3027775) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Dorado Hills, CA and has over 26 years of experience in the finance industry. Brian Olmstead 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.
Sarah Oskey (CRD# 6862592) is an Investment Advisor Representative working at Edward Jones in Angels Camp, CA and has over 6 years of experience in the finance industry.