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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
Jason Bell (CRD# 2464546) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Conrad Aarseth 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.
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.
Salvador Abarca (CRD# 6247916) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has over 10 years of experience in the finance industry.
Jeffrey Adams (CRD# 2712051) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 28 years of experience in the finance industry. Jeffrey Adams 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.
Nina Adams (CRD# 2163086) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 32 years of experience in the finance industry.
Angela Adler (CRD# 2579690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, CA and has over 26 years of experience in the finance industry.
Richard Adona (CRD# 5569353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 15 years of experience in the finance industry.
David Agee (CRD# 4383852) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 23 years of experience in the finance industry.
Ricardo Aguilera (CRD# 6049685) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 11 years of experience in the finance industry.