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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
Norman Loofbourrow (CRD# 1310725) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 36 years of experience in the finance industry. Norman Loofbourrow 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.
David Lucas (CRD# 2135184) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 33 years of experience in the finance industry.
Theodore Lum (CRD# 1016779) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Ramon, CA and has over 34 years of experience in the finance industry.
Eugene Lutz (CRD# 4694320) is an Investment Advisor Representative working at Eagle Strategies LLC in San Ramon, CA and has over 19 years of experience in the finance industry.
Dustin Ma (CRD# 5020385) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Ramon, CA and has over 18 years of experience in the finance industry.
Ronald Mack (CRD# 1872970) is an Investment Advisor Representative working at Eagle Strategies LLC in San Ramon, CA and has over 35 years of experience in the finance industry.
Michael Maloon (CRD# 1707207) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 25 years of experience in the finance industry. Michael Maloon 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.
Thomas Manetta (CRD# 4709940) is an Investment Advisor Representative working at Manetta Wealth in San Ramon, CA and has over 20 years of experience in the finance industry.
Richard Martell (CRD# 849953) is an Investment Advisor Representative working at Lpl Financial LLC in San Ramon, CA and has over 38 years of experience in the finance industry.
Jonathan Martin (CRD# 6127119) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 11 years of experience in the finance industry.