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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
Joseph Corner (CRD# 6530900) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.
Matthew Corrado (CRD# 1676440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 35 years of experience in the finance industry.
Nancy Coumou (CRD# 6381602) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. Nancy Coumou 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.
Damien Couture (CRD# 2148606) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Walnut Creek, CA and has over 32 years of experience in the finance industry. Damien Couture 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.
Alicia Cragholm (CRD# 5780403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Xinyi Cresci (CRD# 6681758) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry. Xinyi Cresci 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.
Patrick Cronin (CRD# 1289721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Jonathan Cruz (CRD# 6938474) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Joseph Curtis (CRD# 1014838) is an Investment Advisor Representative working at Resolve Financial, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Colleen Cusick (CRD# 1235779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 40 years of experience in the finance industry.