-
Distance Only Rocklin, CA
-
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
Christopher Morgan (CRD# 2478980) is an Investment Advisor Representative working at Christopher B. Morgan in Rocklin, CA and has over 29 years of experience in the finance industry.
Seth Morsey (CRD# 5797542) is an Investment Advisor Representative working at Principal Securities, Inc. in Rocklin, CA and has over 13 years of experience in the finance industry.
Richard Nelson (CRD# 5676693) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocklin, CA and has over 14 years of experience in the finance industry. Richard Nelson 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.
Ryan Noxon (CRD# 6960902) is an Investment Advisor Representative working at Edward Jones in Rocklin, CA and has over 5 years of experience in the finance industry. Ryan Noxon 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.
Kimberly Ogden (CRD# 4442556) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rocklin, CA and has over 17 years of experience in the finance industry. Kimberly Ogden 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.
Jon Olson (CRD# 2634051) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rocklin, CA and has over 28 years of experience in the finance industry.
Anthony Owings (CRD# 2472497) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 29 years of experience in the finance industry. Anthony Owings 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.
Bijan Pajoohi (CRD# 5541450) is an Investment Advisor Representative working at Faraday Capital, LP in Rocklin, CA and has over 15 years of experience in the finance industry.
Dawn Pedicord (CRD# 3193741) is an Investment Advisor Representative working at Pedicord Wealth Management, LLC in Rocklin, CA and has over 25 years of experience in the finance industry. Dawn Pedicord 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.
Steven Rau (CRD# 2374191) is an Investment Advisor Representative working at Lpl Financial LLC in Rocklin, CA and has over 30 years of experience in the finance industry.