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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
Ron Dale (CRD# 1487309) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 23 years of experience in the finance industry. Ron Dale 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.
Preston Daniells (CRD# 5067103) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 18 years of experience in the finance industry.
Judith Davidson (CRD# 4001258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 24 years of experience in the finance industry.
Brendan Davis (CRD# 6021518) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Citrus Heights, CA and has over 10 years of experience in the finance industry.
Denise Davis (CRD# 2525976) is an Investment Advisor Representative working at Lpl Financial LLC in Antelope, CA and has over 23 years of experience in the finance industry.
Dustin Davis (CRD# 6888263) is an Investment Advisor Representative working at Mariner Independent in Roseville, CA and has over 6 years of experience in the finance industry.
Leslie Day (CRD# 2019443) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 34 years of experience in the finance industry. Leslie Day 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.
Leonard Dean (CRD# 1237448) is an Investment Advisor Representative working at Dean Bennett Advisory Services Inc. in Roseville, CA and has over 29 years of experience in the finance industry. Leonard Dean 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.
Jeffrey Deboer (CRD# 1791118) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Sam Degreen (CRD# 6932311) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 6 years of experience in the finance industry.