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Distance Only Claremont, 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
Scott Smith (CRD# 4859160) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 19 years of experience in the finance industry.
Jeffrey Stark (CRD# 1579055) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 28 years of experience in the finance industry.
Cynthia Stauffer (CRD# 2833881) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 27 years of experience in the finance industry. Cynthia Stauffer 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.
Victor Storck (CRD# 2246902) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 10 years of experience in the finance industry.
Gerald Tambe (CRD# 442262) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, CA and has over 37 years of experience in the finance industry.
Danielle Thies (CRD# 5567703) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 8 years of experience in the finance industry. Danielle Thies 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.
Brent Thomas (CRD# 1389052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Claremont, CA and has over 29 years of experience in the finance industry.
Joseph Ulrey (CRD# 2383986) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 30 years of experience in the finance industry.
Jahule Valuvi (CRD# 5468710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Claremont, CA and has over 11 years of experience in the finance industry.
Jeffrey Wells (CRD# 1196164) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Claremont, CA and has over 33 years of experience in the finance industry.