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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
Edward Christiansen (CRD# 2540924) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Donny Chu (CRD# 5972803) is an Investment Advisor Representative working at Rockefeller Capital Management in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Omar Chyou (CRD# 2852698) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Gordon Clakley (CRD# 1422251) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 38 years of experience in the finance industry.
Eric Clark (CRD# 2573554) is an Investment Advisor Representative working at Accuvest Global Advisors, Inc. in Walnut Creek, CA and has over 29 years of experience in the finance industry.
John Clark (CRD# 4902420) is an Investment Advisor Representative working at Global Retirement Partners LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Sunandan Clerk (CRD# 6457600) is an Investment Advisor Representative working at Dhamma Capital in Walnut Creek, CA and has over 8 years of experience in the finance industry. Sunandan Clerk 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.
Greg Coburn (CRD# 2349925) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry. Greg Coburn 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.
Jeffrey Coburn (CRD# 4550575) is an Investment Advisor Representative working at Morgan Stanley in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Lee Coburn (CRD# 4256285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.