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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
Jeffrey Coontz (CRD# 2333418) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 30 years of experience in the finance industry.
William Corley (CRD# 1963052) is an Investment Advisor Representative working at Corley Investment Management in Folsom, CA and has over 33 years of experience in the finance industry. William Corley 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.
Andrew Costello (CRD# 6881880) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 6 years of experience in the finance industry. Andrew Costello 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.
Christopher Cottrell (CRD# 6669357) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Dorado Hills, CA and has over 7 years of experience in the finance industry. Christopher Cottrell 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.
Marianne Courbis (CRD# 2693016) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 23 years of experience in the finance industry.
Thomas Cox (CRD# 1843295) is an Investment Advisor Representative working at Eagle Strategies LLC in Grass Valley, CA and has over 30 years of experience in the finance industry.
Nicholas Crane (CRD# 1109063) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in El Dorado Hills, CA and has over 41 years of experience in the finance industry.
Heather Crawford (CRD# 2645066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 28 years of experience in the finance industry.
Ken Crawford (CRD# 2082249) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 33 years of experience in the finance industry.
Ernest Crisologo (CRD# 2509727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 23 years of experience in the finance industry.