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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
Kenneth Boone (CRD# 1218135) is an Investment Advisor Representative working at Kenneth E., Boone Wealth Management in Oakdale, CA and has 1 year of experience in the finance industry.
Walter Gordon (CRD# 2945554) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, CA and has over 26 years of experience in the finance industry.
Bryan Greaves (CRD# 3111860) is an Investment Advisor Representative working at Edward Jones in Oakdale, CA and has over 25 years of experience in the finance industry.
Daniel Krause (CRD# 6794535) is an Investment Advisor Representative working at Verity Asset Management in Oakdale, CA and has over 6 years of experience in the finance industry.
Charlene Lovitt (CRD# 4335575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 23 years of experience in the finance industry. Charlene Lovitt 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.
Gary Martin (CRD# 1307867) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, CA and has over 39 years of experience in the finance industry.
Yunsun Rhee (CRD# 2817932) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 26 years of experience in the finance industry.
Lizbeth York (CRD# 4777882) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakdale, CA and has over 20 years of experience in the finance industry.
Eder Hernandez Barrientos (CRD# 6824461) is an Investment Advisor Representative working at Edward Jones in Oakdale, CA and has over 6 years of experience in the finance industry.
Joshua Natham (CRD# 7142616) is an Investment Advisor Representative working at Kenneth E., Boone Wealth Management in Oakdale, CA and has over 5 years of experience in the finance industry.