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Distance Only Gold River, 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
Lonnie Hood (CRD# 1112289) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Gold River, CA and has over 28 years of experience in the finance industry.
Marilyn Johnson (CRD# 4027251) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 24 years of experience in the finance industry.
Eric Jordan (CRD# 2017260) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Gold River, CA and has over 32 years of experience in the finance industry.
Sean Kelleher (CRD# 6385777) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gold River, CA and has over 5 years of experience in the finance industry. Sean Kelleher 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.
Trevor is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor...
Scott Machen (CRD# 4578808) is an Investment Advisor Representative working at Independent Financial Group, LLC in Gold River, CA and has over 15 years of experience in the finance industry.
Patrick McLaughlin (CRD# 2772019) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gold River, CA and has over 27 years of experience in the finance industry.
Edmund McNeil (CRD# 1112322) is an Investment Advisor Representative working at Lpl Financial LLC in Gold River, CA and has over 39 years of experience in the finance industry.
Alec Prinze (CRD# 7033264) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gold River, CA and has over 5 years of experience in the finance industry.
Lee Rosenblum (CRD# 6160585) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 11 years of experience in the finance industry.