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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
James Agrusa (CRD# 4382020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.
Thomas Artz (CRD# 6548945) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 8 years of experience in the finance industry.
Brent Burr (CRD# 2358166) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 30 years of experience in the finance industry.
Dante Cioni (CRD# 4439168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.
Sheena Culp (CRD# 5549809) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 12 years of experience in the finance industry. Sheena Culp 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.
Donald Daniels (CRD# 6055959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasant Hill, CA and has over 11 years of experience in the finance industry.
Frank Evangelist (CRD# 3212538) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pleasant Hill, CA and has over 24 years of experience in the finance industry.
Joel Faber (CRD# 4640630) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Hill, CA and has over 21 years of experience in the finance industry.
Daniel Garfin (CRD# 4662126) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pleasant Hill, CA and has over 20 years of experience in the finance industry.
Dominick Giordano (CRD# 6164021) is an Investment Advisor Representative working at First Trust Advisors LP in Pleasant Hill, CA and has over 8 years of experience in the finance industry.