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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
Peter Tennyson (CRD# 6218746) is an Investment Advisor Representative working at North Bay Wealth Management in Petaluma, CA and has over 10 years of experience in the finance industry. Peter Tennyson 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 Walker (CRD# 1961930) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 30 years of experience in the finance industry.
Katherine Wells (CRD# 6180127) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 10 years of experience in the finance industry.
Travis White (CRD# 5872574) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Petaluma, CA and has over 13 years of experience in the finance industry.
Edmund Wong (CRD# 3181560) is an Investment Advisor Representative working at Lpl Financial LLC in Petaluma, CA and has over 24 years of experience in the finance industry. Edmund Wong 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.
Miguel Alfaro (CRD# 4702802) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Petaluma, CA and has over 20 years of experience in the finance industry.
Heather Cheney (CRD# 4934682) is an Investment Advisor Representative working at Lpl Financial LLC in Petaluma, CA and has over 17 years of experience in the finance industry.
Kendra Cochran (CRD# 6090519) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Petaluma, CA and has over 11 years of experience in the finance industry.
John Paul Dunnbier (CRD# 5133461) is an Investment Advisor Representative working at Western International Securities in Petaluma, CA and has over 9 years of experience in the finance industry.
Matthew Kalabokes (CRD# 7211724) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has 1 year of experience in the finance industry.