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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
Rick Healy (CRD# 1036232) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pioneer, CA and has over 29 years of experience in the finance industry. Rick Healy 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.
Gerard Hearon (CRD# 2050954) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has over 33 years of experience in the finance industry.
Kimberly Hembree (CRD# 5228212) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 17 years of experience in the finance industry.
Bryan Hickingbottom (CRD# 4305123) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lodi, CA and has over 23 years of experience in the finance industry.
Dale Immekus (CRD# 5309353) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lodi, CA and has over 16 years of experience in the finance industry.
Shannen Ingram (CRD# 5338814) is an Investment Advisor Representative working at Continuum Advisory, LLC in Sonora, CA and has over 16 years of experience in the finance industry.
Sabrina Julian (CRD# 4469907) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murphys, CA and has over 22 years of experience in the finance industry.
Peter Kendall (CRD# 1755772) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 13 years of experience in the finance industry.
Nicole Kikugawa (CRD# 4818744) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sonora, CA and has over 19 years of experience in the finance industry.
Joshua Knittel (CRD# 4568225) is an Investment Advisor Representative working at Edward Jones in Sutter Creek, CA and has over 21 years of experience in the finance industry.