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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
Allan Cady (CRD# 2596885) is an Investment Advisor Representative working at Edward Jones in Carmichael, CA and has over 29 years of experience in the finance industry.
Christopher Curcuro (CRD# 2543988) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmichael, CA and has over 29 years of experience in the finance industry. Christopher Curcuro 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.
Andrew Fass (CRD# 1623264) is an Investment Advisor Representative working at Avantax Advisory Services in Carmichael, CA and has over 37 years of experience in the finance industry.
Jason Fass (CRD# 6905066) is an Investment Advisor Representative working at Avantax Advisory Services in Carmichael, CA and has over 5 years of experience in the finance industry.
Charles Kimball (CRD# 4323924) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Carmichael, CA and has over 23 years of experience in the finance industry.
Shayne Layton (CRD# 4410685) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Carmichael, CA and has over 22 years of experience in the finance industry.
Robert Mohler (CRD# 337620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Carmichael, CA and has over 38 years of experience in the finance industry.
Mario Rodriguez (CRD# 2796528) is an Investment Advisor Representative working at Ridge Capital Advisors, LLC in Carmichael, CA and has over 27 years of experience in the finance industry.
Kristin Zehnder (CRD# 3103349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carmichael, CA and has over 24 years of experience in the finance industry.
Robert Teel (CRD# 7225927) is an Investment Advisor Representative working at Kingdom Capital Management in Carmichael, CA and has over 4 years of experience in the finance industry.