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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
Stewart McGuire (CRD# 4595216) is an Investment Advisor Representative working at Concentric Wealth Management LLC in Lafayette, CA and has 1 year of experience in the finance industry. Stewart McGuire 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.
James Miller (CRD# 334955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 25 years of experience in the finance industry. James Miller 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.
Jerry Mosher (CRD# 341322) is an Investment Advisor Representative working at American Investors Co in Lafayette, CA and has over 29 years of experience in the finance industry. Jerry Mosher 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.
Tyler Mullen (CRD# 6085943) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 8 years of experience in the finance industry.
Michael O'neill (CRD# 1655757) is an Investment Advisor Representative working at Sage Investment Management in Lafayette, CA and has over 36 years of experience in the finance industry.
Marcelo Francys Oliveira (CRD# 5502891) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 15 years of experience in the finance industry.
Jason Pera (CRD# 4538809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 21 years of experience in the finance industry. Jason Pera 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.
Jagat Pokharel (CRD# 6385600) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 9 years of experience in the finance industry.
Kelley Reed (CRD# 4958037) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lafayette, CA and has over 18 years of experience in the finance industry.
George Schroeder (CRD# 2547019) is an Investment Advisor Representative working at Schroeder Capital Management, LLC in Lafayette, CA and has over 29 years of experience in the finance industry.