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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
Dorian Aiello (CRD# 4092551) is an Investment Advisor Representative working at Commonwealth Financial Network in Mount Shasta, CA and has over 24 years of experience in the finance industry.
Asmaa Ali (CRD# 6971357) is an Investment Advisor Representative working at Edward Jones in Mount Shasta, CA and has over 5 years of experience in the finance industry.
Scott Brown (CRD# 4906895) is an Investment Advisor Representative working at Edward Jones in Mount Shasta, CA and has over 19 years of experience in the finance industry.
Kevin Charter (CRD# 4629876) is an Investment Advisor Representative working at Edward Jones in Mount Shasta, CA and has over 21 years of experience in the finance industry. Kevin Charter 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.
Russell Porterfield (CRD# 3061180) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Shasta, CA and has over 23 years of experience in the finance industry.
Gabriella Brandao (CRD# 7535213) is an Investment Advisor Representative working at Choreo, LLC in Mount Shasta, CA and has over 2 years of experience in the finance industry.
Lori Flesher (CRD# 2766782) is an Investment Advisor Representative working at Lori Flesher Cfp in Weed, CA and has over 18 years of experience in the finance industry. Lori Flesher 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.