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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
Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 21 years of experience in the finance industry.
Antonio Andrade (CRD# 2005535) is an Investment Advisor Representative working at Antonio Andrade, Cfp in Ukiah, CA and has 1 year of experience in the finance industry. Antonio Andrade 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.
Robert Clark (CRD# 4712165) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 20 years of experience in the finance industry.
Brent Clausen (CRD# 1453808) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 38 years of experience in the finance industry.
Patrick Coyne (CRD# 1361042) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Ukiah, CA and has 1 year of experience in the finance industry. Patrick Coyne 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.
Kathleen Erickson (CRD# 1356726) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Bragg, CA and has over 38 years of experience in the finance industry.
Kyle Fairall (CRD# 6313351) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Fort Bragg, CA and has over 9 years of experience in the finance industry.
Bruce Fournier (CRD# 5732635) is an Investment Advisor Representative working at Edward Jones in Mendocino, CA and has over 14 years of experience in the finance industry.
John Goldsmith (CRD# 2870130) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 26 years of experience in the finance industry.
Charles Kelly (CRD# 266896) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 29 years of experience in the finance industry.