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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
David Dickson (CRD# 2305473) is an Investment Advisor Representative working at Commonwealth Financial Network in Folsom, CA and has over 31 years of experience in the finance industry.
William Dobbs (CRD# 1064156) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Roseville, CA and has over 19 years of experience in the finance industry.
Beth Doehler (CRD# 6781375) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 7 years of experience in the finance industry.
John Donahoe (CRD# 6180710) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 10 years of experience in the finance industry.
Ercilia Donnelly (CRD# 5002748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Folsom, CA and has over 10 years of experience in the finance industry.
Patrick Donnelly (CRD# 4304426) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Kable Doria (CRD# 2971369) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 24 years of experience in the finance industry.
Karsten Dornseif (CRD# 5645775) is an Investment Advisor Representative working at Bowers Wealth Management, Inc. in Penryn, CA and has over 15 years of experience in the finance industry. Karsten Dornseif 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.
Herman Doughty (CRD# 4890912) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 13 years of experience in the finance industry.
Charles Downs (CRD# 1839892) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 35 years of experience in the finance industry.