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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
Michael Champion (CRD# 5564164) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 15 years of experience in the finance industry.
Chadwick Clarke (CRD# 6623867) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 5 years of experience in the finance industry.
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
Gary Cohen (CRD# 5971589) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 12 years of experience in the finance industry. Gary Cohen 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.
Shelley Cole (CRD# 2554859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, CA and has over 29 years of experience in the finance industry.
Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CA and has over 3 years of experience in the finance industry.
Alyssa Connor (CRD# 6312921) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 9 years of experience in the finance industry.
Aaron Cooperband (CRD# 2074370) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 33 years of experience in the finance industry.
Bonnie Copeland (CRD# 2117748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 26 years of experience in the finance industry.
Joseph Corsino (CRD# 7032891) is an Investment Advisor Representative working at Edward Jones in Napa, CA and has over 5 years of experience in the finance industry.