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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
Kenneth Brown (CRD# 1014957) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 38 years of experience in the finance industry.
Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 7 years of experience in the finance industry.
Steven Burdick (CRD# 2325027) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sacramento, CA and has over 25 years of experience in the finance industry.
Lon Burford (CRD# 713516) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 38 years of experience in the finance industry. Lon Burford 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 Burge (CRD# 5058348) is an Investment Advisor Representative working at Burge Financial in Sacramento, CA and has over 18 years of experience in the finance industry. Steven Burge 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.
Tom Burns (CRD# 2513693) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lodi, CA and has over 29 years of experience in the finance industry.
Cole Buxton (CRD# 3030015) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 24 years of experience in the finance industry.
Randy Byard (CRD# 5145601) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 17 years of experience in the finance industry.
Danilo Caldeira (CRD# 6568995) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Elk Grove, CA and has over 8 years of experience in the finance industry.
Jason Campbell (CRD# 6689507) is an Investment Advisor Representative working at Lpl Financial LLC in Sacramento, CA and has over 7 years of experience in the finance industry.