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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
Samuel Cannon (CRD# 6778543) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 6 years of experience in the finance industry.
Louis Cano (CRD# 2515623) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 29 years of experience in the finance industry. Louis Cano 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.
Niki Canotas (CRD# 2678026) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 28 years of experience in the finance industry.
Xuan Cao (CRD# 5457404) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Cupertino, CA and has over 12 years of experience in the finance industry.
Donna Caplan (CRD# 4628861) is an Investment Advisor Representative working at Primerica Advisors in San Ramon, CA and has over 21 years of experience in the finance industry.
George Carathimas (CRD# 2650207) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 28 years of experience in the finance industry.
Marjorie Carbajal (CRD# 4759556) is an Investment Advisor Representative working at Figtree Financial Advisors, LLC in Santa Clara, CA and has over 20 years of experience in the finance industry.
Juliet Cardona (CRD# 6497150) is an Investment Advisor Representative working at Lifepro Asset Management in Pleasanton, CA and has over 7 years of experience in the finance industry.
Jamie Carey (CRD# 2638736) is an Investment Advisor Representative working at Carey Wealth Management in San Ramon, CA and has over 22 years of experience in the finance industry. Jamie Carey 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.
Lanette Carey (CRD# 1263397) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 17 years of experience in the finance industry.