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Distance Only Livermore, 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
David Godinez (CRD# 2086793) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Livermore, CA and has over 12 years of experience in the finance industry.
Richard Goldstein (CRD# 851676) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Livermore, CA and has over 41 years of experience in the finance industry.
Kimbrely Gruidl (CRD# 6186160) is an Investment Advisor Representative working at Lpl Financial LLC in Livermore, CA and has over 10 years of experience in the finance industry.
Ronald Guirnalda (CRD# 2307655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livermore, CA and has over 28 years of experience in the finance industry.
Gurmeet Gulati (CRD# 5271243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livermore, CA and has over 17 years of experience in the finance industry.
Marcella Gutierrez (CRD# 3035868) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livermore, CA and has over 23 years of experience in the finance industry.
Francesco Jones (CRD# 6591388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livermore, CA and has over 8 years of experience in the finance industry.
Linda Kime (CRD# 5640015) is an Investment Advisor Representative working at Edward Jones in Livermore, CA and has over 15 years of experience in the finance industry.
Lisa Lagorio (CRD# 1287270) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livermore, CA and has over 37 years of experience in the finance industry. Lisa Lagorio 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.
Paul Lassalle (CRD# 5384955) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Livermore, CA and has over 16 years of experience in the finance industry.