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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
Jonathan Schedler (CRD# 4209416) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Rancho Cordova, CA and has over 23 years of experience in the finance industry.
Dru Torvend (CRD# 4935512) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cordova, CA and has over 18 years of experience in the finance industry.
Robert Vaughn (CRD# 3023126) is an Investment Advisor Representative working at Primerica Advisors in Rancho Cordova, CA and has over 24 years of experience in the finance industry.
Melvin Whitlock (CRD# 6262361) is an Investment Advisor Representative working at Primerica Advisors in Rancho Cordova, CA and has over 10 years of experience in the finance industry.
Bruce Woodbury (CRD# 2453936) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 21 years of experience in the finance industry.
Sukhpreet Sangha (CRD# 7001158) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Cordova, CA and has over 5 years of experience in the finance industry.
Joshua Villarreal (CRD# 7639695) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Cordova, 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.
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.