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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
Jonathan Polkinghorn (CRD# 6983285) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Kate Poole (CRD# 6994789) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.
Jackson Rabuck (CRD# 6254984) is an Investment Advisor Representative working at West Coast Financial, LLC in Sonoma, CA and has over 10 years of experience in the finance industry. Jackson Rabuck 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.
Rosana Ralya (CRD# 6432739) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Gregory Randall (CRD# 2837376) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Gregory Randall 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.
Andrew Rappolt (CRD# 5041070) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Erin Ray (CRD# 2579314) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 29 years of experience in the finance industry.
Richard Rebello (CRD# 4435641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CA and has over 22 years of experience in the finance industry.
Michael Reilly (CRD# 2022710) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 31 years of experience in the finance industry.
Keli Reindahl (CRD# 4375183) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 21 years of experience in the finance industry.