-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry. Richard Connett 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.
Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CA and has over 3 years of experience in the finance industry.
Alyssa Connor (CRD# 6312921) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 10 years of experience in the finance industry.
Jason Cooke (CRD# 2835024) is an Investment Advisor Representative working at Edelman Financial Engines in Danville, CA and has over 26 years of experience in the finance industry. Jason Cooke 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 Corley (CRD# 2735235) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 28 years of experience in the finance industry.
Joseph Corner (CRD# 6530900) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.
Matthew Corrado (CRD# 1676440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 35 years of experience in the finance industry.
Matthew Costello (CRD# 4764381) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Danville, CA and has over 17 years of experience in the finance industry.
Nancy Coumou (CRD# 6381602) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. Nancy Coumou 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.
Jeffrey Courtemanche (CRD# 2367237) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Danville, CA and has over 30 years of experience in the finance industry.