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Distance Only Oakland, 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
Phillip Jerome (CRD# 2664867) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 27 years of experience in the finance industry.
Everett Johnson (CRD# 4539323) is an Investment Advisor Representative working at Lpl Financial LLC in Oakland, CA and has over 21 years of experience in the finance industry.
Trinh Johnson (CRD# 6367954) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 8 years of experience in the finance industry.
Mark Keeling (CRD# 2793706) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has over 27 years of experience in the finance industry.
Ryan Kelley (CRD# 5337880) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 16 years of experience in the finance industry.
John Kelson (CRD# 6388722) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 9 years of experience in the finance industry.
Leon Khersonsky (CRD# 2530442) is an Investment Advisor Representative working at Wealth & Tax Planners LLC in Oakland, CA and has over 29 years of experience in the finance industry. Leon Khersonsky 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.
Gregory Knight (CRD# 6720395) is an Investment Advisor Representative working at Engage Advising in Oakland, CA and has 1 year of experience in the finance industry. Gregory Knight 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.
Mark Kriss (CRD# 4769406) is an Investment Advisor Representative working at Macroclimate LLC in Oakland, CA and has over 20 years of experience in the finance industry.
Antonio Kwan (CRD# 4288438) is an Investment Advisor Representative working at Ak Global Asset Management, LLC in Oakland, CA and has over 23 years of experience in the finance industry.