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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
Douglas Mazzucco (CRD# 2442597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Helena, CA and has over 30 years of experience in the finance industry.
Robert McDaniel (CRD# 2613766) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cotati, CA and has over 28 years of experience in the finance industry.
Alychandra McFarlane (CRD# 2540537) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 29 years of experience in the finance industry.
Ray Meadows (CRD# 2875106) is an Investment Advisor Representative working at Berkeley Investment Advisors in Santa Rosa, CA and has 1 year of experience in the finance industry.
Drake Medeiros (CRD# 6226094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Barry Mendelson 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.
Lillian Meyers (CRD# 2016710) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 33 years of experience in the finance industry. Lillian Meyers 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.
Tracy Miu (CRD# 6050237) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 8 years of experience in the finance industry.
Mason Moore (CRD# 6863231) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 5 years of experience in the finance industry.
Tim Moore (CRD# 1908748) is an Investment Advisor Representative working at Edward Jones in Sebastopol, CA and has over 35 years of experience in the finance industry.