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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
Tamara Perrin-Preus (CRD# 1640913) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 27 years of experience in the finance industry.
Robert Reed (CRD# 4133557) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yuba City, CA and has over 24 years of experience in the finance industry.
Lisa Rodriguez (CRD# 5563610) is an Investment Advisor Representative working at Edward Jones in Oroville, CA and has over 15 years of experience in the finance industry.
William Routh (CRD# 2117020) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yuba City, CA and has over 33 years of experience in the finance industry. William Routh 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.
Robert Ryan (CRD# 2784775) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 27 years of experience in the finance industry.
Brian Seva (CRD# 5374328) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 16 years of experience in the finance industry.
Tracie Shardez (CRD# 2878061) is an Investment Advisor Representative working at Lpl Financial LLC in Gridley, CA and has over 26 years of experience in the finance industry.
David Shaw (CRD# 5042178) is an Investment Advisor Representative working at Avantax Advisory Services in Yuba City, CA and has over 18 years of experience in the finance industry.
Susan Shaw (CRD# 5728842) is an Investment Advisor Representative working at Avantax Advisory Services in Yuba City, CA and has over 12 years of experience in the finance industry.
Kevin Spafford (CRD# 3015638) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 23 years of experience in the finance industry. Kevin Spafford 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.