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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
Gordon Clakley (CRD# 1422251) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 38 years of experience in the finance industry.
Eric Clark (CRD# 2573554) is an Investment Advisor Representative working at Accuvest Global Advisors, Inc. in Walnut Creek, CA and has over 29 years of experience in the finance industry.
John Clark (CRD# 4902420) is an Investment Advisor Representative working at Global Retirement Partners LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Wesley Clark (CRD# 2163571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Ramon, CA and has over 32 years of experience in the finance industry.
Sunandan Clerk (CRD# 6457600) is an Investment Advisor Representative working at Dhamma Capital in Walnut Creek, CA and has over 9 years of experience in the finance industry. Sunandan Clerk 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.
Todd Cloward (CRD# 3158409) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 25 years of experience in the finance industry.
Jeffrey Coburn (CRD# 4550575) is an Investment Advisor Representative working at Morgan Stanley in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Lee Coburn (CRD# 4256285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Nicholas Cochran (CRD# 713570) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 35 years of experience in the finance industry.
Gregory Cohn (CRD# 2759483) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 28 years of experience in the finance industry.