-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rick Healy (CRD# 1036232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pioneer, CA and has over 29 years of experience in the finance industry. Rick Healy 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.
Adam Anderson (CRD# 2924886) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 26 years of experience in the finance industry.
Blake Anderson (CRD# 6750305) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 5 years of experience in the finance industry. Blake Anderson 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.
Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry. Dorete Ben-David 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.
Maximilian Callaghan (CRD# 2423393) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 30 years of experience in the finance industry.
Stacey Caso-Turk (CRD# 6758326) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 6 years of experience in the finance industry. Stacey Caso-Turk 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.
R. De La Rosa (CRD# 2717003) is an Investment Advisor Representative working at Lpl Financial LLC in Placerville, CA and has over 28 years of experience in the finance industry.
Alexander Dickson (CRD# 2189538) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Diamond Springs, CA and has over 32 years of experience in the finance industry.
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.