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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
Jeff Costello (CRD# 5947947) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sonora, CA and has over 12 years of experience in the finance industry.
Patrick Crow (CRD# 4022662) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, CA and has over 24 years of experience in the finance industry.
Ryan Daley (CRD# 5514189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lodi, CA and has over 15 years of experience in the finance industry.
Corey Daniel (CRD# 4413809) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 22 years of experience in the finance industry.
Serena Davis (CRD# 4336839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sonora, CA and has over 22 years of experience in the finance industry.
Thomas Decristofaro (CRD# 4202455) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lodi, CA and has over 23 years of experience in the finance industry.
Robert Devore (CRD# 1059801) is an Investment Advisor Representative working at Wells Fargo Advisors in Rancho Murieta, CA and has over 41 years of experience in the finance industry.
Danelle Dix (CRD# 4707037) is an Investment Advisor Representative working at Edward Jones in Jackson, CA and has over 20 years of experience in the finance industry.
Timothy Dobler (CRD# 2889402) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 26 years of experience in the finance industry.
Kathryn Duclo (CRD# 2967025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murphys, CA and has over 26 years of experience in the finance industry.