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Distance Only San Ramon, CA
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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
Hugh Cannon (CRD# 1159088) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 42 years of experience in the finance industry.
Donna Caplan (CRD# 4628861) is an Investment Advisor Representative working at Primerica Advisors in San Ramon, CA and has over 21 years of experience in the finance industry.
George Carathimas (CRD# 2650207) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 28 years of experience in the finance industry.
Jamie Carey (CRD# 2638736) is an Investment Advisor Representative working at Carey Wealth Management in San Ramon, CA and has over 22 years of experience in the finance industry. Jamie Carey 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.
Christopher Carrillo (CRD# 6124871) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 10 years of experience in the finance industry.
Diana Chan (CRD# 2229751) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry. Diana Chan 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.
Samson Chan (CRD# 3095348) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry. Samson Chan 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.
Junmin Chang (CRD# 1996006) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in San Ramon, CA and has over 24 years of experience in the finance industry.
David Chazin (CRD# 4506422) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Chih-hsuan Chien (CRD# 5274048) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Ramon, CA and has over 17 years of experience in the finance industry.