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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
Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Volter Davoudi (CRD# 2622021) is an Investment Advisor Representative working at Wells Fargo Advisors in San Jose, CA and has over 28 years of experience in the finance industry.
Gregory De Castro (CRD# 5910832) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gilroy, CA and has over 13 years of experience in the finance industry.
Vanessa De Ingardia (CRD# 3026063) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Campbell, CA and has over 26 years of experience in the finance industry. Vanessa De Ingardia 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.
Namal De Silva (CRD# 4605782) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 14 years of experience in the finance industry.
Jason Degroodt (CRD# 4505352) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 22 years of experience in the finance industry.
Kazuyo Deguchi (CRD# 4395244) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 23 years of experience in the finance industry. Kazuyo Deguchi 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.
Daryl Dehn (CRD# 4778271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 20 years of experience in the finance industry.
Richard Delaney (CRD# 4950576) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Santa Cruz, CA and has over 18 years of experience in the finance industry.
Joseph Delgado (CRD# 5146143) is an Investment Advisor Representative working at Morgan Stanley in Cupertino, CA and has over 18 years of experience in the finance industry.