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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
Charlotte Dubey (CRD# 4188515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 23 years of experience in the finance industry.
David Duquemin (CRD# 2958945) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 26 years of experience in the finance industry.
Megan Dye (CRD# 6187530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 10 years of experience in the finance industry.
Aleksandr Dyo (CRD# 4660824) is an Investment Advisor Representative working at Smart Portfolio in Sacramento, CA and has over 20 years of experience in the finance industry.
Jeffrey Egli (CRD# 6892635) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Todd Elizalde (CRD# 4915602) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 19 years of experience in the finance industry.
Justin Elliott (CRD# 4577318) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 21 years of experience in the finance industry.
Taylor Elliott (CRD# 6501374) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 8 years of experience in the finance industry.
Lisa Engstrom (CRD# 1216599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sacramento, CA and has over 29 years of experience in the finance industry.
Joseph Eschleman (CRD# 3237843) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 24 years of experience in the finance industry.