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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
Donald Davis (CRD# 6138476) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 6 years of experience in the finance industry.
Robert Davis (CRD# 1457362) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry.
Robert Dawson (CRD# 4502523) is an Investment Advisor Representative working at Dawson Investment Management in Walnut Creek, CA and has over 22 years of experience in the finance industry.
Scott Dawson (CRD# 2983201) is an Investment Advisor Representative working at Mosher Financial Advisors LLC in Lafayette, CA and has over 22 years of experience in the finance industry. Scott Dawson 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.
Michele De George (CRD# 2534505) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 23 years of experience in the finance industry.
Joseph De Venuta (CRD# 6861997) is an Investment Advisor Representative working at Infinite Asset Management LLC in Danville, CA and has over 6 years of experience in the finance industry.
Thomas Decristofaro (CRD# 4202455) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lodi, CA and has over 23 years of experience in the finance industry.
Dominic Defreece (CRD# 6159953) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 10 years of experience in the finance industry.
Lauren Del Grande (CRD# 6084029) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry. Lauren Del Grande 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.
Richard Del Monte (CRD# 1334837) is an Investment Advisor Representative working at Allworth Financial, LP in Walnut Creek, CA and has over 34 years of experience in the finance industry. Richard Del Monte 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.