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Distance Only Campbell, CA
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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
Nancy Chang (CRD# 4917714) is an Investment Advisor Representative working at Independent Financial Group, LLC in Campbell, CA and has over 18 years of experience in the finance industry.
Chiou-pying Cheng (CRD# 4876919) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 18 years of experience in the finance industry.
Robert Cleland (CRD# 2201510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Campbell, CA and has over 32 years of experience in the finance industry.
Jeff Conforti (CRD# 1624993) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Campbell, CA and has over 30 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.
Manoj Das (CRD# 6212351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Campbell, CA and has over 9 years of experience in the finance industry.
David Davis (CRD# 4461678) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 22 years of experience in the finance industry.
Vanessa De Ingardia (CRD# 3026063) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Campbell, CA and has over 26 years of experience in the finance industry. Vanessa De Ingardia 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.
Namal De Silva (CRD# 4605782) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 14 years of experience in the finance industry.
Kazuyo Deguchi (CRD# 4395244) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 22 years of experience in the finance industry. Kazuyo Deguchi 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.