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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
Marisa Fugate (CRD# 5610406) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 13 years of experience in the finance industry.
Lisa Furlong (CRD# 4992693) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 13 years of experience in the finance industry. Lisa Furlong 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.
Patrick Giddens (CRD# 2065349) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 33 years of experience in the finance industry. Patrick Giddens 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.
Steven Gold (CRD# 1817897) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 34 years of experience in the finance industry.
Saul Greene (CRD# 4453934) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 22 years of experience in the finance industry.
Michael Gregg (CRD# 874548) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 25 years of experience in the finance industry.
Jeffrey Gustafson (CRD# 5653082) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 15 years of experience in the finance industry.
Eric Han (CRD# 5543197) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Campbell, CA and has over 15 years of experience in the finance industry.
John Han (CRD# 4388526) is an Investment Advisor Representative working at Mariner Independent in Campbell, CA and has over 22 years of experience in the finance industry.
Sirivanh Harris (CRD# 5657037) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 14 years of experience in the finance industry. Sirivanh Harris 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.