Cecelia Fairfax (CRD# 1226990) is an Investment Advisor Representative working at C Financial And Tax Associates in Riverside, CA and has over 37 years of experience in the finance industry. Cecelia Fairfax 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.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Feb 2016 - Current | 8 |
| C Financial And Tax Associates - A Reigistered | Riverside, CA | Mar 2014 - Current | 10 |
| Tax & Insurance Services Incorporated | Riverside, CA | Jun 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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