-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mandeep Kaur (CRD# 5039963) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 18 years of experience in the finance industry.
James Kersey (CRD# 1011760) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Rocklin, CA and has over 29 years of experience in the finance industry.
Daniel Koch (CRD# 4463395) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 22 years of experience in the finance industry.
John Kovalek (CRD# 4639990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville,, CA and has over 17 years of experience in the finance industry.
Steven Kurta (CRD# 5402208) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 9 years of experience in the finance industry.
Damian Lima (CRD# 6904576) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 6 years of experience in the finance industry.
Sean Lockwood (CRD# 6611853) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roseville,, CA and has over 7 years of experience in the finance industry.
Jeffrey Lorenz (CRD# 2732722) is an Investment Advisor Representative working at Advisory Alpha, LLC in Rocklin, CA and has over 27 years of experience in the finance industry.
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.