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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
John Peterson (CRD# 6386256) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 9 years of experience in the finance industry.
Francesco Quacinella (CRD# 1235195) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 40 years of experience in the finance industry.
Brian Rambo (CRD# 4843675) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stockton, CA and has over 19 years of experience in the finance industry. Brian Rambo 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.
Thomas Rambo (CRD# 1287639) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stockton, CA and has 1 year of experience in the finance industry.
Lindsey Randolph (CRD# 1668359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stockton, CA and has over 30 years of experience in the finance industry. Lindsey Randolph 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.
Lee Robinson (CRD# 849855) is an Investment Advisor Representative working at Lee R. Robinson & Associates in Stockton, CA and has over 16 years of experience in the finance industry. Lee Robinson 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.
David Rodrigues (CRD# 4451584) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Stockton, CA and has over 22 years of experience in the finance industry.
Colby Rogers (CRD# 6583718) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Stockton, CA and has over 8 years of experience in the finance industry.
Shad Roundy (CRD# 6180525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 10 years of experience in the finance industry.
Steve Ruiz (CRD# 1644513) is an Investment Advisor Representative working at Planmember Securities Corporation in Stockton, CA and has 1 year of experience in the finance industry.