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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
Bruce Lytle (CRD# 5099789) is an Investment Advisor Representative working at Bcn Financial, Inc. in Cameron Park, CA and has over 17 years of experience in the finance industry.
William Maynard (CRD# 6791575) is an Investment Advisor Representative working at Edward Jones in Cameron Park, CA and has over 6 years of experience in the finance industry.
Keith Merson (CRD# 4578705) is an Investment Advisor Representative working at Sierra Wealth Advisors in Cool, CA and has over 21 years of experience in the finance industry. Keith Merson 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.
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.
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.
Frederick Osmond (CRD# 1662191) is an Investment Advisor Representative working at Verity Asset Management in Colfax, CA and has over 14 years of experience in the finance industry.
Charlotte Patton (CRD# 5378539) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cameron Park, CA and has over 9 years of experience in the finance industry.
Paul Price (CRD# 2528530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Dorado, CA and has over 29 years of experience in the finance industry.
Jerry Rickey (CRD# 2873529) is an Investment Advisor Representative working at Lpl Financial LLC in Placerville, CA and has over 26 years of experience in the finance industry.
Brian Sly (CRD# 1198770) is an Investment Advisor Representative working at Brian Sly And Company in Meadow Vista, CA and has over 40 years of experience in the finance industry.