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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
Jason Drotar (CRD# 2963156) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 26 years of experience in the finance industry.
Richard Du (CRD# 6592590) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cupertino, CA and has over 8 years of experience in the finance industry.
Theresa Du (CRD# 6617667) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cupertino, CA and has over 7 years of experience in the finance industry.
Xuejun Du (CRD# 6218508) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cupertino, CA and has over 10 years of experience in the finance industry.
Pierre Robin Dualan (CRD# 6044974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 12 years of experience in the finance industry.
Bruce Duarte (CRD# 4119897) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 24 years of experience in the finance industry.
Christopher Duke (CRD# 5758549) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has over 14 years of experience in the finance industry. Christopher Duke 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.
Ricky Dunham (CRD# 4907746) is an Investment Advisor Representative working at Dwr Wealth Management, LLC in San Jose, CA and has over 19 years of experience in the finance industry.
James Edington (CRD# 3047359) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Jose, CA and has over 23 years of experience in the finance industry.
Megan Edwards (CRD# 4503628) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 16 years of experience in the finance industry.