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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
Stacie Conine (CRD# 4957138) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.
Kathy Conlin (CRD# 735995) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 33 years of experience in the finance industry.
Patrick Conlin (CRD# 6281247) is an Investment Advisor Representative working at Patrick T. Conlin in Rio Vista, CA and has over 10 years of experience in the finance industry.
Ryan Conners-Copeland (CRD# 4336017) 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.
Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry. Richard Connett 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.
Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CA and has over 3 years of experience in the finance industry.
Alyssa Connor (CRD# 6312921) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 10 years of experience in the finance industry.
Brent Conway (CRD# 1477938) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 38 years of experience in the finance industry.
Derry Cook (CRD# 2914029) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Ramon, CA and has over 24 years of experience in the finance industry.
Jason Cooke (CRD# 2835024) is an Investment Advisor Representative working at Edelman Financial Engines in Danville, CA and has over 26 years of experience in the finance industry. Jason Cooke 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.