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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
Wade Lahmann (CRD# 2749208) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 27 years of experience in the finance industry.
Vincent Lamarca (CRD# 5249131) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 17 years of experience in the finance industry.
John Landberg (CRD# 2077582) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Roseville, CA and has over 33 years of experience in the finance industry. John Landberg 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.
Amber Lassner (CRD# 6313687) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 9 years of experience in the finance industry.
Kelly Lauterjung (CRD# 6598854) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 8 years of experience in the finance industry. Kelly Lauterjung 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.
Karin Le (CRD# 4863863) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 19 years of experience in the finance industry. Karin Le 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.
Toan Le (CRD# 5178298) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 17 years of experience in the finance industry. Toan Le 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.
Stan Leavitt (CRD# 2571093) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Christopher Ledell (CRD# 3204263) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 24 years of experience in the finance industry.
Kenyon Lederer (CRD# 2275241) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Roseville, CA and has over 31 years of experience in the finance industry. Kenyon Lederer 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.