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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
Paul Warmerdam (CRD# 2775798) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Truckee, CA and has over 27 years of experience in the finance industry.
Peter Fuszard (CRD# 6395356) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Truckee, CA and has 1 year of experience in the finance industry.
Thomas Kleffman (CRD# 7399941) is an Investment Advisor Representative working at Principal Securities, Inc. in Truckee, CA and has over 2 years of experience in the finance industry.
Rachel Ludke (CRD# 6944679) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Truckee, CA and has over 3 years of experience in the finance industry.
Thomas Oskam-Mouton (CRD# 7624028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Truckee, CA and has 1 year of experience in the finance industry.
Damian Palfini (CRD# 5652126) is an Investment Advisor Representative working at Cavalot Capital in Truckee, CA and has over 15 years of experience in the finance industry. Damian Palfini 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.
Jason Toups (CRD# 7649917) is an Investment Advisor Representative working at Toups Capital Advisors LLC in Truckee, CA and has 1 year of experience in the finance industry.
Scott Albright (CRD# 4906843) is an Investment Advisor Representative working at Trident Capital Advisors, LLC in Reno, NV and has over 19 years of experience in the finance industry.
Clarissa Alesevich (CRD# 4862651) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 19 years of experience in the finance industry.
Brian Allman (CRD# 6226356) is an Investment Advisor Representative working at Edward Jones in Reno, NV and has over 11 years of experience in the finance industry.