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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
Samer Dhillon (CRD# 6307484) is an Investment Advisor Representative working at Quest Investment Firm in Sacramento, CA and has over 9 years of experience in the finance industry.
Victor Dillard (CRD# 4008688) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sacramento, CA and has over 24 years of experience in the finance industry.
James Dillon (CRD# 5161877) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sacramento, CA and has over 17 years of experience in the finance industry. James Dillon 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.
James Diserio (CRD# 831422) is an Investment Advisor Representative working at Equitable Advisors, LLC in Stockton, CA and has over 16 years of experience in the finance industry.
Timothy Dobler (CRD# 2889402) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 27 years of experience in the finance industry.
John Dolan (CRD# 1535765) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 35 years of experience in the finance industry.
Norman Dotch (CRD# 6150202) is an Investment Advisor Representative working at Dotch Capital in Stockton, CA and has over 10 years of experience in the finance industry.
Robert Dreizler (CRD# 867308) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sacramento, CA and has over 36 years of experience in the finance industry.
Charlotte Dubey (CRD# 4188515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 23 years of experience in the finance industry.
David Duquemin (CRD# 2958945) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 26 years of experience in the finance industry.