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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
Yadira Bravo (CRD# 6693698) is an Investment Advisor Representative working at Cuso Financial Services in Ukiah, CA and has over 7 years of experience in the finance industry.
Tyler Clark (CRD# 7112421) is an Investment Advisor Representative working at Edward Jones in Ukiah, CA and has over 3 years of experience in the finance industry.
James Epstein (CRD# 3162542) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ukiah, CA and has over 25 years of experience in the finance industry.
Sara Crouch (CRD# 5263454) is an Investment Advisor Representative working at Cuso Financial Services in Cloverdale, CA and has over 17 years of experience in the finance industry.
Nanette Dutcher (CRD# 3036092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakeport, CA and has over 23 years of experience in the finance industry.
Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 21 years of experience in the finance industry.
Dolph Green (CRD# 1724292) is an Investment Advisor Representative working at Edward Jones in Cloverdale, CA and has over 36 years of experience in the finance industry. Dolph Green 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.
Robert McAllister (CRD# 1239436) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 33 years of experience in the finance industry.
Jennifer Strong (CRD# 3003504) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 26 years of experience in the finance industry. Jennifer Strong 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.
John Trull (CRD# 1722787) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Cloverdale, CA and has over 36 years of experience in the finance industry.