-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Ascalon (CRD# 4552264) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Folsom, CA and has over 17 years of experience in the finance industry.
David Aton (CRD# 2849326) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 27 years of experience in the finance industry. David Aton 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.
Zaida Avila (CRD# 6899568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 6 years of experience in the finance industry.
Dwaine Baasch (CRD# 5731182) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 14 years of experience in the finance industry.
Erik Bagley (CRD# 6824405) is an Investment Advisor Representative working at Principal Securities, Inc. in Folsom, CA and has over 6 years of experience in the finance industry.
Brian Bain (CRD# 5191513) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 17 years of experience in the finance industry.
Breanna Baker (CRD# 6699638) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 5 years of experience in the finance industry.
Dena Baker (CRD# 5860559) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 13 years of experience in the finance industry.
Deanna Bamford (CRD# 2349097) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 30 years of experience in the finance industry.
Jeffrey Bangerter (CRD# 1687028) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 29 years of experience in the finance industry.