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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
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 14 years of experience in the finance industry.
James Costello (CRD# 2477753) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Rafael, CA and has over 30 years of experience in the finance industry. James Costello 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.
Jane Costello (CRD# 6184790) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 10 years of experience in the finance industry.
Jeffrey Cote (CRD# 2675995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 25 years of experience in the finance industry.
Clifford Cowles (CRD# 6824046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry.
George Craig (CRD# 3261948) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
Katherine Crim (CRD# 4336455) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Brooks Crissey (CRD# 5452474) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 16 years of experience in the finance industry. Brooks Crissey 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.
Matthew Crooks (CRD# 6999474) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 5 years of experience in the finance industry.
Jeffrey Crouch (CRD# 1965709) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 25 years of experience in the finance industry.