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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
Catherine Lathrop Cummings (CRD# 2811690) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 27 years of experience in the finance industry.
Parrish Malson (CRD# 1599886) is an Investment Advisor Representative working at Mariner Independent in Redding, CA and has over 29 years of experience in the finance industry. Parrish Malson 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.
Patrick McNally (CRD# 5167829) is an Investment Advisor Representative working at Retirement Lifestyles Advisory Group in Redding, CA and has over 16 years of experience in the finance industry.
Carlos Miranda (CRD# 4782207) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redding, CA and has over 19 years of experience in the finance industry.
Glenn Morris (CRD# 2304786) is an Investment Advisor Representative working at Morris Wealth Management in Anderson, CA and has over 31 years of experience in the finance industry. Glenn Morris 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 Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 14 years of experience in the finance industry.
Theresa Nachman (CRD# 4162480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redding, CA and has over 23 years of experience in the finance industry.
Dorothy Palfini (CRD# 1537702) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 23 years of experience in the finance industry.
Theodore Palfini (CRD# 1706193) is an Investment Advisor Representative working at Cavalot Capital in Redding, CA and has over 15 years of experience in the finance industry.
Brandon Pereira (CRD# 4396007) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 22 years of experience in the finance industry.