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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
Thac Hoang (CRD# 4296144) is an Investment Advisor Representative working at Avantax Advisory Services in Elk Grove, CA and has over 22 years of experience in the finance industry.
Richard Holmes (CRD# 2600573) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 29 years of experience in the finance industry.
Dale Hornberger (CRD# 5726824) is an Investment Advisor Representative working at Mariner Independent in Brentwood, CA and has 1 year of experience in the finance industry.
Dale Immekus (CRD# 5309353) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lodi, CA and has over 17 years of experience in the finance industry.
Jamie Ince Santikham (CRD# 4432588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Chris Johnson (CRD# 6348823) is an Investment Advisor Representative working at Principal Securities, Inc. in Elk Grove, CA and has over 9 years of experience in the finance industry.
Jenny Jones (CRD# 4661196) is an Investment Advisor Representative working at The Jones Stewardship Group, LLC in Elk Grove, CA and has over 20 years of experience in the finance industry.
Darrell Juliano (CRD# 2632294) is an Investment Advisor Representative working at Principal Securities, Inc. in Elk Grove, CA and has over 28 years of experience in the finance industry.
Donna Kane (CRD# 4306537) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stockton, CA and has over 23 years of experience in the finance industry. Donna Kane 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.