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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
Matthew Gaunt (CRD# 6641128) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 6 years of experience in the finance industry.
Adam Goldberg (CRD# 7407937) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Jason Graff (CRD# 7193148) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Ricardo Guedes (CRD# 6639526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, CA and has over 4 years of experience in the finance industry.
Connor Gutrich (CRD# 6776199) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
Alejandro Herrera (CRD# 6318424) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 9 years of experience in the finance industry.
Shafton Hewett (CRD# 5418403) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 16 years of experience in the finance industry.
Mitchell Hotz (CRD# 7313359) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.
Ryan Huddleston (CRD# 5894991) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
Alyssa Hull (CRD# 6906477) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 3 years of experience in the finance industry.