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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
Douglas Lutkus (CRD# 4029478) is an Investment Advisor Representative working at Lutkus in Lincoln, CA and has over 24 years of experience in the finance industry.
Patrick Magnani (CRD# 5891982) is an Investment Advisor Representative working at Edward Jones in Roseville, CA and has over 13 years of experience in the finance industry.
Richard Marcoux (CRD# 4796200) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Rocklin, CA and has over 19 years of experience in the finance industry.
Chris Marovich (CRD# 2299445) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rocklin, CA and has over 28 years of experience in the finance industry.
Donald Mason (CRD# 6040275) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 11 years of experience in the finance industry.
Michelle Matthews (CRD# 6540856) is an Investment Advisor Representative working at Edward Jones in Colusa, CA and has over 8 years of experience in the finance industry.
Daniel McCurdy (CRD# 6361133) is an Investment Advisor Representative working at Mccurdy Financial Solutions in Rocklin, CA and has over 9 years of experience in the finance industry. Daniel McCurdy 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.
Peter McDonald (CRD# 5310879) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 16 years of experience in the finance industry.
Vinell McWilliams (CRD# 2434091) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lincoln, CA and has over 30 years of experience in the finance industry.
Scott Mehren (CRD# 4249198) is an Investment Advisor Representative working at American Investors Co in Rocklin, CA and has over 23 years of experience in the finance industry.