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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
David Epps (CRD# 2366540) is an Investment Advisor Representative working at Integral Wealth Management in Modesto, CA and has over 24 years of experience in the finance industry. David Epps 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.
Scott Esco (CRD# 2754731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manteca, CA and has over 27 years of experience in the finance industry.
Alfonso Estrella (CRD# 2231730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 31 years of experience in the finance industry.
Michael Faircloth (CRD# 4055808) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 24 years of experience in the finance industry.
Frank Feng (CRD# 2142012) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 31 years of experience in the finance industry. Frank Feng 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.
Kathleen Fitts (CRD# 4675054) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 20 years of experience in the finance industry.
Christy Frank (CRD# 4739602) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stockton, CA and has over 20 years of experience in the finance industry.
Carnell Freeman (CRD# 4750189) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 19 years of experience in the finance industry.
Christopher Frizzi (CRD# 2502783) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Modesto, CA and has over 29 years of experience in the finance industry. Christopher Frizzi 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.
Brooke Gaither (CRD# 6628072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 7 years of experience in the finance industry.