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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
Lesley Cannan (CRD# 4529270) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry. Lesley Cannan 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.
Karen Cao (CRD# 6155313) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 11 years of experience in the finance industry.
James Carabini (CRD# 2127741) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sonoma, CA and has over 32 years of experience in the finance industry.
Mark Carandang (CRD# 5643920) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
John Cardente (CRD# 4673531) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 19 years of experience in the finance industry.
David Carey (CRD# 1224756) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 40 years of experience in the finance industry.
Anthony Carion (CRD# 4135522) is an Investment Advisor Representative working at Carion Doty Advisors LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Brian Carlson (CRD# 3062835) is an Investment Advisor Representative working at Hennessy Advisors, Inc. in Novato, CA and has over 26 years of experience in the finance industry.
Luke Carlson (CRD# 5207788) is an Investment Advisor Representative working at Qst Capital LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Laura Carmany (CRD# 2788662) is an Investment Advisor Representative working at Private Advisor Group, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.