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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
Gary Scott (CRD# 2490748) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 29 years of experience in the finance industry.
Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 24 years of experience in the finance industry.
Ute Scott-Smith (CRD# 4730093) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Ben Sedillo (CRD# 5404747) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 16 years of experience in the finance industry.
Christopher Severson (CRD# 2143180) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 33 years of experience in the finance industry. Christopher Severson 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.
Griffin Sheehy (CRD# 6217235) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 8 years of experience in the finance industry.
Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 37 years of experience in the finance industry.
Christopher Sipes (CRD# 5849183) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 13 years of experience in the finance industry.
Frank Sites (CRD# 425532) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Samuel Slayden (CRD# 1024391) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 37 years of experience in the finance industry.