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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
Wai Ip Chan (CRD# 2722115) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 17 years of experience in the finance industry.
Waicheuk Chan (CRD# 2028479) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinez, CA and has over 29 years of experience in the finance industry.
Yu-sun Chan (CRD# 5626620) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 15 years of experience in the finance industry.
George Chang (CRD# 2972829) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 26 years of experience in the finance industry.
Jack Chang (CRD# 4943665) is an Investment Advisor Representative working at Taibay Wealth Management LLC in Oakland, CA and has over 19 years of experience in the finance industry. Jack Chang 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.
Junmin Chang (CRD# 1996006) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in San Ramon, CA and has over 24 years of experience in the finance industry.
Miranda Chang (CRD# 4502285) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley, CA and has over 22 years of experience in the finance industry. Miranda Chang 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.
Troy Channing (CRD# 6637468) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 7 years of experience in the finance industry.
Keo Chao (CRD# 5206791) is an Investment Advisor Representative working at Point4ward Financial Planning in Walnut Creek, CA and has over 17 years of experience in the finance industry. Keo Chao 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.
Kathleen Charles (CRD# 1657851) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 23 years of experience in the finance industry. Kathleen Charles 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.