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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
Jeffrey Carter (CRD# 2902588) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roseville, CA and has over 26 years of experience in the finance industry.
Michael Carter (CRD# 807306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 34 years of experience in the finance industry.
Stacey Caso-Turk (CRD# 6758326) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 7 years of experience in the finance industry. Stacey Caso-Turk 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.
Michelle Cavallero (CRD# 4390648) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Roseville, CA and has over 16 years of experience in the finance industry.
William Cering (CRD# 5697987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Roseville, CA and has over 15 years of experience in the finance industry.
Timothy Chafin (CRD# 4447756) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 22 years of experience in the finance industry.
Thomas Chandler (CRD# 2303483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 31 years of experience in the finance industry. Thomas Chandler 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.
Kevin Chang (CRD# 5902568) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 10 years of experience in the finance industry. Kevin Chang 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.
John Chapman (CRD# 6080596) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 11 years of experience in the finance industry.
Steve Charonis (CRD# 3100888) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 25 years of experience in the finance industry.