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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
Kirk Mulligan (CRD# 824077) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 35 years of experience in the finance industry.
John Negrete (CRD# 5654139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 13 years of experience in the finance industry.
Randall Nishimi (CRD# 1237394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sacramento, CA and has over 40 years of experience in the finance industry.
Darin Nixon (CRD# 2539842) is an Investment Advisor Representative working at Avantax Advisory Services in Woodland, CA and has over 29 years of experience in the finance industry.
Gary Norman (CRD# 5007022) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 18 years of experience in the finance industry.
Lisa-ann Nouchi (CRD# 2367719) is an Investment Advisor Representative working at Western International Securities in Vacaville, CA and has over 30 years of experience in the finance industry.
Sean O'brien (CRD# 6247211) is an Investment Advisor Representative working at Edward Jones in Vacaville, CA and has over 10 years of experience in the finance industry.
Shawn Oliver (CRD# 2015244) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 33 years of experience in the finance industry.
Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 28 years of experience in the finance industry. Larry Olsen 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.
Prabhu Palani (CRD# 4213918) is an Investment Advisor Representative working at Tresses Capital Management, LLC in Napa, CA and has 1 year of experience in the finance industry.