-
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
Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 14 years of experience in the finance industry.
Gregory Ratto (CRD# 2570968) is an Investment Advisor Representative working at Pgim Investments LLC in Alamo, CA and has over 29 years of experience in the finance industry.
Troy Rouleau (CRD# 5145351) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Alamo, CA and has over 16 years of experience in the finance industry.
Eric Rudney (CRD# 1221291) is an Investment Advisor Representative working at Rudney Associates in Alamo, CA and has over 39 years of experience in the finance industry.
Rolando Sapantay (CRD# 6164055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alamo, CA and has over 11 years of experience in the finance industry.
Robert Steinhorn (CRD# 2535471) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alamo, CA and has over 29 years of experience in the finance industry.
Virgil Threlkeld (CRD# 2811386) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 27 years of experience in the finance industry.
Charles Tyler (CRD# 2258245) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Alamo, CA and has over 31 years of experience in the finance industry.
Barbara Vincent (CRD# 3070240) is an Investment Advisor Representative working at Avantax Advisory Services in Alamo, CA and has over 25 years of experience in the finance industry.
Angela Wright (CRD# 4679860) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 20 years of experience in the finance industry. Angela Wright 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.