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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
David Chase (CRD# 4841016) is an Investment Advisor Representative working at Castlewood Financial Advisors, LLC in Danville, CA and has over 19 years of experience in the finance industry.
Christopher Chatto (CRD# 6525630) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.
Vu Chau (CRD# 5960097) is an Investment Advisor Representative working at Principal Securities, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Wade Cheatham (CRD# 5445017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry. Wade Cheatham 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.
Jordon Chee (CRD# 5904302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 14 years of experience in the finance industry.
Jasdeep Cheema (CRD# 5278447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elk Grove, CA and has over 16 years of experience in the finance industry.
Ming Chen (CRD# 4859190) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Yun Chen (CRD# 6891370) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Elk Grove, CA and has over 6 years of experience in the finance industry.
Eric Cheng (CRD# 6565031) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 8 years of experience in the finance industry.
Caroline Cherezian (CRD# 6066328) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 10 years of experience in the finance industry.