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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
Adam Anderson (CRD# 2924886) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 26 years of experience in the finance industry.
Blake Anderson (CRD# 6750305) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 5 years of experience in the finance industry. Blake Anderson 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.
Stacey Caso-Turk (CRD# 6758326) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 6 years of experience in the finance industry. Stacey Caso-Turk 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.
Matt Erickson (CRD# 4158188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Placerville, CA and has over 24 years of experience in the finance industry.
Victoria Hunt (CRD# 7026385) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 5 years of experience in the finance industry.
Jason Hunter (CRD# 4135206) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 23 years of experience in the finance industry.
Ronald Jacob (CRD# 4109869) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 24 years of experience in the finance industry.
Christie Johnson (CRD# 5429987) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 12 years of experience in the finance industry.
Matthew Murdock (CRD# 5041060) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 18 years of experience in the finance industry.
Jerry Rickey (CRD# 2873529) is an Investment Advisor Representative working at Lpl Financial LLC in Placerville, CA and has over 26 years of experience in the finance industry.