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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
Roger Coit (CRD# 50331) is an Investment Advisor Representative working at American Investors Co in Walnut Creek, CA and has over 38 years of experience in the finance industry.
James Collini (CRD# 2225159) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walnut Creek, CA and has over 32 years of experience in the finance industry.
Barbara Collins (CRD# 1113888) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry. Barbara Collins 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.
Randall Colombo (CRD# 814115) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Edward Comar (CRD# 3060982) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Stacie Conine (CRD# 4957138) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.
Kathy Conlin (CRD# 735995) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 33 years of experience in the finance industry.
Ryan Conners-Copeland (CRD# 4336017) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 22 years of experience in the finance industry.
Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry. Richard Connett 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.
Brian Corley (CRD# 2735235) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry.