-
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
Christopher Charles (CRD# 709131) is an Investment Advisor Representative working at Wulff, Hansen & Company in San Rafael, CA and has 1 year of experience in the finance industry.
Brandon Chase (CRD# 4572820) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 21 years of experience in the finance industry. Brandon Chase 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.
Gregory Chidlaw (CRD# 1029328) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Rafael, CA and has over 41 years of experience in the finance industry.
Catherine Choi (CRD# 6295041) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Rafael, CA and has over 9 years of experience in the finance industry.
Dianne Clark (CRD# 4321830) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Nathan Cobert (CRD# 1986373) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 33 years of experience in the finance industry.
Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Rwa Wealth Partners in San Rafael, CA and has over 11 years of experience in the finance industry.
Allegra Conklin (CRD# 4619594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 20 years of experience in the finance industry.
Joseph Conzelman (CRD# 5569451) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry.
Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.