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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 Dudum (CRD# 3105221) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 25 years of experience in the finance industry.
Ryan Duffy (CRD# 6795031) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 6 years of experience in the finance industry.
Evelyn Duka (CRD# 4318673) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 21 years of experience in the finance industry.
David Dunn (CRD# 2819556) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Michael Dunn (CRD# 2216670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 32 years of experience in the finance industry.
Phillip Dutra (CRD# 5608599) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Christina Dwyer (CRD# 6123194) 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.
John Dwyer (CRD# 3126481) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Danville, CA and has over 24 years of experience in the finance industry.
Christopher Eagles'smith (CRD# 5441728) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 11 years of experience in the finance industry. Christopher Eagles'smith 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.
Katharine Earhart (CRD# 2223366) is an Investment Advisor Representative working at Fairlight Advisors in Oakland, CA and has over 10 years of experience in the finance industry.