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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
Marcella Lees (CRD# 2103800) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 33 years of experience in the finance industry.
Stanley Leong (CRD# 4590460) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 21 years of experience in the finance industry. Stanley Leong 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.
Jarett Liddicoat (CRD# 4853499) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 19 years of experience in the finance industry.
Rashida Lilani has over 15 years of experience in the financial planning industry. Her firm, Lilani Wealth Management focuses on delivering holistic financial planning and wealth management services, including investments, retirement planning and insurance. She is also a registered representative with broker-dealer, Foothill Securities.
Samuel Lindemann (CRD# 6154134) is an Investment Advisor Representative working at Edelman Financial Engines in Roseville, CA and has over 10 years of experience in the finance industry. Samuel Lindemann 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.
Terry Lineberger (CRD# 2718511) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 28 years of experience in the finance industry. Terry Lineberger 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.
John-thomas Lloyd (CRD# 6073624) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 11 years of experience in the finance industry.
Jordana Lokken (CRD# 3127253) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 25 years of experience in the finance industry.
Cesar Lopez (CRD# 2265364) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 31 years of experience in the finance industry.
Daniel Lowe (CRD# 2483875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 29 years of experience in the finance industry.