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Distance Only Lafayette, CA
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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
Nancy Woodall (CRD# 3223028) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has 1 year of experience in the finance industry.
Robert Wright (CRD# 3159883) is an Investment Advisor Representative working at Principal Securities, Inc. in Lafayette, CA and has over 25 years of experience in the finance industry.
Christopher Young (CRD# 1920065) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 34 years of experience in the finance industry.
Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.
Dawnalizabeth Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 23 years of experience in the finance industry.
Michael Affinito (CRD# 6884218) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 6 years of experience in the finance industry.
Vince Affinito (CRD# 1573794) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 26 years of experience in the finance industry.
Argenis Biscardi Melendez (CRD# 7213202) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 3 years of experience in the finance industry.
Ian Burkhard (CRD# 7523171) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 2 years of experience in the finance industry.
Brieanna Ford (CRD# 7821669) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.