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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
Richard Adona (CRD# 5569353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 15 years of experience in the finance industry.
Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 27 years of experience in the finance industry.
Eric Andersen (CRD# 3218715) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 24 years of experience in the finance industry.
Daren Anderson (CRD# 5142926) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincoln, CA and has over 9 years of experience in the finance industry.
Dino Arena (CRD# 2331352) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 23 years of experience in the finance industry.
Steve Barrilleaux (CRD# 2331355) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 19 years of experience in the finance industry. Steve Barrilleaux 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.
Melanie Bergevin (CRD# 4871319) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 19 years of experience in the finance industry.
Robert Bjekich (CRD# 2279553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville,, CA and has over 31 years of experience in the finance industry.
Vance Boyes (CRD# 2491050) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colusa, CA and has over 29 years of experience in the finance industry.
David Brockway (CRD# 4008061) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 24 years of experience in the finance industry. David Brockway 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.