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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
Sheng-chun Chiu (CRD# 4663136) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 20 years of experience in the finance industry.
James Choi (CRD# 5118880) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Ramon, CA and has over 15 years of experience in the finance industry.
Thomas Christensen (CRD# 2672337) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 28 years of experience in the finance industry. Thomas Christensen 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.
Lance Chuck (CRD# 5216215) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Ramon, CA and has over 17 years of experience in the finance industry.
Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 13 years of experience in the finance industry.
Wesley Clark (CRD# 2163571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Ramon, CA and has over 32 years of experience in the finance industry.
Nicholas Cochran (CRD# 713570) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 35 years of experience in the finance industry.
Emmanuel Comes (CRD# 2601437) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 24 years of experience in the finance industry.
Brent Conway (CRD# 1477938) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 37 years of experience in the finance industry.
Derry Cook (CRD# 2914029) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Ramon, CA and has over 24 years of experience in the finance industry.