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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
Judy Chang (CRD# 870705) is an Investment Advisor Representative working at Pacrim Advisory Services in Palo Alto, CA and has over 24 years of experience in the finance industry.
Jung Chang (CRD# 2662660) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Palo Alto, CA and has over 28 years of experience in the finance industry.
Alice Chen (CRD# 2919316) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 25 years of experience in the finance industry.
Angel Chen (CRD# 3226538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 24 years of experience in the finance industry.
Kin Chin (CRD# 6490599) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 8 years of experience in the finance industry.
Cathy Choi (CRD# 6920316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 5 years of experience in the finance industry.
Arun Chopra (CRD# 6016150) is an Investment Advisor Representative working at Top-down Technicals LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
Elizabeth Cody (CRD# 2861950) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 24 years of experience in the finance industry. Elizabeth Cody 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.
Parker Coelho (CRD# 6506941) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.
Marc Compton (CRD# 2251843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 31 years of experience in the finance industry.