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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
Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.
Jennifer Cray (CRD# 4297411) is an Investment Advisor Representative working at Forum Financial Management, LP in Menlo Park, CA and has over 22 years of experience in the finance industry. Jennifer Cray 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.
Dylan Crist (CRD# 6205339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 9 years of experience in the finance industry.
Marc Crosby (CRD# 6135326) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry. Marc Crosby 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.
Bianca Cross (CRD# 5376287) 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.
Gary Croxall (CRD# 832113) is an Investment Advisor Representative working at Lpl Financial LLC in Aptos, CA and has over 37 years of experience in the finance industry. Gary Croxall 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.
Carter Crum (CRD# 4069944) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 24 years of experience in the finance industry.
David Culler (CRD# 2095366) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 33 years of experience in the finance industry.
Hedeliza Cunanan (CRD# 2278888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 31 years of experience in the finance industry.
Carlos Curiel (CRD# 4578008) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 21 years of experience in the finance industry.