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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
Richard Duarte (CRD# 2480897) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 29 years of experience in the finance industry.
William Ekren (CRD# 1763255) is an Investment Advisor Representative working at Edward Jones in Rohnert Park, CA and has over 36 years of experience in the finance industry.
Anthony Feeney (CRD# 6753609) is an Investment Advisor Representative working at Edward Jones in Rohnert Park, CA and has over 6 years of experience in the finance industry.
Anthony Maestri (CRD# 5502520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rohnert Park, CA and has over 16 years of experience in the finance industry.
Dana Morton (CRD# 836051) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 36 years of experience in the finance industry.
Taylor Novak (CRD# 7068739) is an Investment Advisor Representative working at Edward Jones in Rohnert Park, CA and has over 4 years of experience in the finance industry.
Daniel Peterson (CRD# 1152768) is an Investment Advisor Representative working at Northbay Advisors in Rohnert Park, CA and has over 25 years of experience in the finance industry. Daniel Peterson 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.
Leif Tinsley (CRD# 6298846) is an Investment Advisor Representative working at Cuso Financial Services, LP in Rohnert Park, CA and has over 8 years of experience in the finance industry.
Jack Tran (CRD# 4979650) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rohnert Park, CA and has over 12 years of experience in the finance industry.
Kenneth Weise (CRD# 4429434) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 22 years of experience in the finance industry.