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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
Donn Levine (CRD# 848049) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry.
Michael Lin (CRD# 4803016) is an Investment Advisor Representative working at New Insight Wealth Advisors in San Ramon, CA and has over 19 years of experience in the finance industry.
Nicholas Linton (CRD# 5164829) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 17 years of experience in the finance industry. Nicholas Linton 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.
Lilian Lo (CRD# 4929414) is an Investment Advisor Representative working at Vivaldi Capital Management LP in San Ramon, CA and has over 18 years of experience in the finance industry. Lilian Lo 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.
Ming Lo (CRD# 3277420) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.
Eric Loofbourrow (CRD# 5536022) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 8 years of experience in the finance industry.
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.