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Distance Only Sonoma, CA
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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
Guy Annamanthodo (CRD# 5029998) is an Investment Advisor Representative working at Miller, Fleming & Associates in Sonoma, CA and has over 11 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Joel Bickford (CRD# 4665051) is an Investment Advisor Representative working at Bickford Investment Management Services in Sonoma, CA and has over 20 years of experience in the finance industry.
Daren Blonski (CRD# 5974079) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 12 years of experience in the finance industry. Daren Blonski 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.
Stephen Bossio (CRD# 4586514) is an Investment Advisor Representative working at Magnum Financial in Sonoma, CA and has over 21 years of experience in the finance industry.
David Boydell (CRD# 1817613) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sonoma, CA and has over 30 years of experience in the finance industry. David Boydell 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.
Erin Burke (CRD# 4741512) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
James Carabini (CRD# 2127741) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sonoma, CA and has over 31 years of experience in the finance industry.
Carl D Agostini (CRD# 5625425) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sonoma, CA and has over 15 years of experience in the finance industry.
Aurelia Dukes (CRD# 2214150) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sonoma, CA and has over 31 years of experience in the finance industry.