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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
Allegra Conklin (CRD# 4619594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Sean Connolly (CRD# 6452215) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fairfield, CA and has over 3 years of experience in the finance industry.
Alyssa Connor (CRD# 6312921) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 10 years of experience in the finance industry.
Joseph Conzelman (CRD# 5569451) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry.
Martel Cooper (CRD# 857289) is an Investment Advisor Representative working at Defined Financial Planning LLC in San Rafael, CA and has over 41 years of experience in the finance industry.
Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Paul Cordero (CRD# 5480699) is an Investment Advisor Representative working at Attune Financial Planning, LLC in San Rafael, CA and has over 16 years of experience in the finance industry. Paul Cordero 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 Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 14 years of experience in the finance industry.
James Costello (CRD# 2477753) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Rafael, CA and has over 30 years of experience in the finance industry. James Costello 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.
Jane Costello (CRD# 6184790) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 10 years of experience in the finance industry.