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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
Charles Smith (CRD# 427158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lodi, CA and has over 35 years of experience in the finance industry.
Joshua Steinfeld (CRD# 5560704) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lodi, CA and has over 13 years of experience in the finance industry.
Dennis Steinkamp (CRD# 1356304) is an Investment Advisor Representative working at Wulff, Hansen & Company in Lodi, CA and has over 38 years of experience in the finance industry.
Donna Stevenson (CRD# 2856535) is an Investment Advisor Representative working at Lpl Financial LLC in Copperopolis, CA and has over 27 years of experience in the finance industry.
Joshua Suess (CRD# 4286544) is an Investment Advisor Representative working at Lpl Financial LLC in Sonora, CA and has over 23 years of experience in the finance industry.
Jerold Tweddell (CRD# 451010) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 40 years of experience in the finance industry.
Gary Twing (CRD# 1123004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 25 years of experience in the finance industry.
Kevin Twing (CRD# 4482226) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 22 years of experience in the finance industry.
Lori Wagner (CRD# 5029648) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lodi, CA and has over 18 years of experience in the finance industry.
Brent Ward (CRD# 2781771) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilton, CA and has over 26 years of experience in the finance industry.