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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
Kevin Morrow (CRD# 1752418) is an Investment Advisor Representative working at Fermata Advisors in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Dana Morton (CRD# 836051) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 36 years of experience in the finance industry.
Kim Murphy (CRD# 4527080) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Noel Murphy (CRD# 2625059) is an Investment Advisor Representative working at Dts Group LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry.
William Murray (CRD# 2779868) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 27 years of experience in the finance industry. William Murray 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.
Daniel Myers (CRD# 5556885) is an Investment Advisor Representative working at Edward Jones in Windsor, CA and has over 15 years of experience in the finance industry.
Krista Neary (CRD# 6071324) is an Investment Advisor Representative working at Edward Jones in Cotati, CA and has over 7 years of experience in the finance industry.
Nicholas Nicholson (CRD# 2437113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 30 years of experience in the finance industry. Nicholas Nicholson 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.
Nace Nickel (CRD# 1073204) is an Investment Advisor Representative working at Nickel Investment Advisors, Inc. in Windsor, CA and has over 40 years of experience in the finance industry.
Danielle Niderost (CRD# 6489654) is an Investment Advisor Representative working at Eagle Strategies LLC in Saint Helena, CA and has over 8 years of experience in the finance industry.