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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
Michael Indart (CRD# 5643606) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Michael Indart 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.
Jeffrey James (CRD# 2460384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Jason Johnson (CRD# 6337158) is an Investment Advisor Representative working at Mariner Independent in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Frederick Joosse (CRD# 719755) is an Investment Advisor Representative working at American Investors Co in Santa Rosa, CA and has over 28 years of experience in the finance industry.
John Kamola (CRD# 4519980) is an Investment Advisor Representative working at Jw Financial Advisors, LLC in Santa Rosa, CA and has over 22 years of experience in the finance industry. John Kamola 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.
Bruce Kelm (CRD# 2223783) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 31 years of experience in the finance industry.
Duncan Kelm (CRD# 5815876) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
Valerie Kendrick (CRD# 1579360) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Andrew Kirchner (CRD# 6298081) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Ryan Kosakura (CRD# 6427822) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.