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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
Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Traverso Chambers Private Wealth Management, LLC in Santa Rosa, CA and has over 13 years of experience in the finance industry.
Melissa Alfsen (CRD# 6119346) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 8 years of experience in the finance industry.
James Aljian (CRD# 1489018) is an Investment Advisor Representative working at Aljian Capital Management in Santa Rosa, CA and has over 34 years of experience in the finance industry.
Joseph Allen (CRD# 2481376) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Marcus Alphin (CRD# 5616155) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Santa Rosa, CA and has over 13 years of experience in the finance industry.
Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Santa Rosa, CA and has over 22 years of experience in the finance industry.
William Amos (CRD# 4443650) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Dru Argue (CRD# 2399234) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Robert Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 36 years of experience in the finance industry.