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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
Peter Ashby (CRD# 5292327) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Roseville, CA and has over 9 years of experience in the finance industry.
Timothy Aust (CRD# 4841791) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sacramento, CA and has over 19 years of experience in the finance industry.
Frank Avila (CRD# 6196475) is an Investment Advisor Representative working at Eagle Strategies LLC in Elk Grove, CA and has over 10 years of experience in the finance industry.
Marites Avila (CRD# 6109374) is an Investment Advisor Representative working at Commonwealth Financial Network in Elk Grove, CA and has over 11 years of experience in the finance industry. Marites Avila 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.
Marc Bacsafra (CRD# 5644413) is an Investment Advisor Representative working at Twin Rivers Wealth Management in Sacramento, CA and has over 15 years of experience in the finance industry. Marc Bacsafra 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.
Tracie Baiz (CRD# 4216172) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sacramento, CA and has over 23 years of experience in the finance industry.
Douglas Balmain (CRD# 6309949) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Matthew Banez (CRD# 5871916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sacramento, CA and has over 11 years of experience in the finance industry.
Malonn Barnes (CRD# 4726515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 20 years of experience in the finance industry.
Rory Barney (CRD# 4124398) 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.