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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
Mila Coffey (CRD# 2854349) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 26 years of experience in the finance industry. Mila Coffey 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.
Robert Emmer (CRD# 849947) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Richmond, CA and has over 40 years of experience in the finance industry. Robert Emmer 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.
Cameron Hackett (CRD# 5685857) is an Investment Advisor Representative working at Compound Planning in Richmond, CA and has over 9 years of experience in the finance industry.
Aimee Hendershott (CRD# 2860616) is an Investment Advisor Representative working at Principal Securities, Inc. in Richmond, CA and has over 26 years of experience in the finance industry.
Linda Mussetter (CRD# 2322733) is an Investment Advisor Representative working at Bcn Financial, Inc. in Richmond, CA and has over 30 years of experience in the finance industry.
Jin Cheng Wu (CRD# 6632893) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, CA and has over 7 years of experience in the finance industry.
Frank Bonanni (CRD# 3188929) is an Investment Advisor Representative working at Bonanni, Frank in Richmond, CA and has over 24 years of experience in the finance industry.
Jason Dondero (CRD# 5490916) is an Investment Advisor Representative working at Avantax Advisory Services in Richmond, CA and has over 15 years of experience in the finance industry.
Tidiane Drame (CRD# 7756170) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Richmond, CA and has 1 year of experience in the finance industry.
Eric Medina (CRD# 6315783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richmond, CA and has over 6 years of experience in the finance industry.