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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
Kelly Ankeny (CRD# 6125219) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 11 years of experience in the finance industry.
Jeffrey Avery (CRD# 4292833) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Redding, CA and has over 23 years of experience in the finance industry.
Renee Back (CRD# 5744898) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redding, CA and has over 13 years of experience in the finance industry.
Phillip Ball (CRD# 2041894) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redding, CA and has over 34 years of experience in the finance industry.
Eric Bates (CRD# 2489387) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 29 years of experience in the finance industry.
Patrick Black (CRD# 4752430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redding, CA and has over 20 years of experience in the finance industry. Patrick Black 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.
Steven Boero (CRD# 862282) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 26 years of experience in the finance industry.
Robert Brennan (CRD# 1537496) is an Investment Advisor Representative working at Allworth Financial, LP in Redding, CA and has over 15 years of experience in the finance industry.
Scott Brown (CRD# 5018197) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 18 years of experience in the finance industry.
David Bullock (CRD# 4335805) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 22 years of experience in the finance industry. David Bullock 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.