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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
Roger Coit (CRD# 50331) is an Investment Advisor Representative working at American Investors Co in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Donald Cole (CRD# 5203630) is an Investment Advisor Representative working at Cole Financial Solutions, LLC in Pleasanton, CA and has over 17 years of experience in the finance industry. Donald Cole 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.
Shelley Cole (CRD# 2554859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, CA and has over 29 years of experience in the finance industry.
Sherwin Coleman (CRD# 1430895) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Leandro, CA and has over 22 years of experience in the finance industry.
James Collini (CRD# 2225159) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walnut Creek, CA and has over 32 years of experience in the finance industry.
Ernest Collins (CRD# 6388274) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Livermore, CA and has over 9 years of experience in the finance industry.
Randall Colombo (CRD# 814115) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Edward Comar (CRD# 3060982) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.
Emmanuel Comes (CRD# 2601437) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 24 years of experience in the finance industry.
Alexander Conaghan (CRD# 6338997) is an Investment Advisor Representative working at Conaghan Financial Services in Dublin, CA and has over 10 years of experience in the finance industry.