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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
Robert Trent (CRD# 4540735) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.
Joseph Turfa (CRD# 3147247) is an Investment Advisor Representative working at Cuso Financial Services in Sonoma, CA and has over 16 years of experience in the finance industry.
Douglas Van Deren (CRD# 1701822) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 31 years of experience in the finance industry.
Russell Van Sistine (CRD# 6491510) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 8 years of experience in the finance industry. Russell Van Sistine 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.
Todd Vandenburg (CRD# 4728273) is an Investment Advisor Representative working at Vandenburg Capital Management in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
Melvyn Varrelman (CRD# 1318302) is an Investment Advisor Representative working at Cooper Mcmanus in Saint Helena, CA and has 1 year of experience in the finance industry.
Michael Veit (CRD# 4089591) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windsor, CA and has over 24 years of experience in the finance industry.
Marc Vera (CRD# 4604623) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Daria Victorov (CRD# 6199640) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has 1 year of experience in the finance industry. Daria Victorov 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.