-
Distance Only Lafayette, CA
-
COMPENSATION Either
-
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
Julie Hammerman (CRD# 4128387) is an Investment Advisor Representative working at Lens Investments in Lafayette, CA and has over 24 years of experience in the finance industry. Julie Hammerman 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.
Nicole Hanson (CRD# 4461519) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has over 22 years of experience in the finance industry. Nicole Hanson 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.
John Hayman (CRD# 1041878) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 40 years of experience in the finance industry.
Robert Healy (CRD# 2775006) is an Investment Advisor Representative working at R.j. Healy & Company in Lafayette, CA and has 1 year of experience in the finance industry.
Jaime Hinojosa (CRD# 723400) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 38 years of experience in the finance industry. Jaime Hinojosa 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.
Stephen Hsieh (CRD# 5865523) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 13 years of experience in the finance industry.
Eric Hull (CRD# 1886611) is an Investment Advisor Representative working at Evergreen Wealth Advisors, Inc. in Lafayette, CA and has over 32 years of experience in the finance industry.
Newton Ilawole (CRD# 2331139) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.
Sally Jermain (CRD# 4431065) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 22 years of experience in the finance industry. Sally Jermain 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.
Mikel Keifer (CRD# 4660996) is an Investment Advisor Representative working at Cerity Partners LLC in Lafayette, CA and has 1 year of experience in the finance industry.