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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
Jerry Rickey (CRD# 2873529) is an Investment Advisor Representative working at Lpl Financial LLC in Placerville, CA and has over 27 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.
Ian Gookin (CRD# 5044434) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 16 years of experience in the finance industry.
Scott Jacob (CRD# 7377392) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 2 years of experience in the finance industry.
Meredith Mussano (CRD# 7655844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Placerville, CA and has 1 year of experience in the finance industry.
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Conrad Aarseth 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.
Salvador Abarca (CRD# 6247916) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has over 10 years of experience in the finance industry.
Angela Adler (CRD# 2579690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, CA and has over 26 years of experience in the finance industry.
David Agee (CRD# 4383852) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 22 years of experience in the finance industry.