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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
Scott Gill (CRD# 5633257) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Clara, CA and has over 15 years of experience in the finance industry. Scott Gill 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.
Michael Goody (CRD# 3086357) is an Investment Advisor Representative working at Sodium Advisors Inc. in Santa Clara, CA and has over 5 years of experience in the finance industry.
Peter Grassi (CRD# 227676) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 42 years of experience in the finance industry.
Peter Grassi (CRD# 1018454) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 42 years of experience in the finance industry.
Anil Gulati (CRD# 1137733) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Clara, CA and has over 40 years of experience in the finance industry.
Curtis Hagner (CRD# 4036144) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 24 years of experience in the finance industry.
Chao-wen Huang (CRD# 5362065) is an Investment Advisor Representative working at Candor Financial, LLC in Santa Clara, CA and has over 16 years of experience in the finance industry. Chao-wen Huang 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.
Leslie Hurwitz (CRD# 2125646) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clara, CA and has over 33 years of experience in the finance industry.
Michael Ingoglia (CRD# 4475542) is an Investment Advisor Representative working at Svb Asset Management in Santa Clara, CA and has over 22 years of experience in the finance industry.
Laddi Jhuty (CRD# 4612677) is an Investment Advisor Representative working at Nri Wealth Management, LLC in Santa Clara, CA and has over 20 years of experience in the finance industry. Laddi Jhuty 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.