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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
Bruce Kelm (CRD# 2223783) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Duncan Kelm (CRD# 5815876) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 7 years of experience in the finance industry.
Valerie Kendrick (CRD# 1579360) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa, CA and has over 23 years of experience in the finance industry.
Charles Kennedy (CRD# 2648104) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Jean Kent (CRD# 2426965) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Stephen Kepler (CRD# 2262538) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 31 years of experience in the finance industry. Stephen Kepler 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.
Steven Kerston (CRD# 5529782) is an Investment Advisor Representative working at Cuso Financial Services in Sebastopol, CA and has over 14 years of experience in the finance industry.
Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 25 years of experience in the finance industry. Paula Key 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.
Kevin Klauber (CRD# 1247893) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 32 years of experience in the finance industry.
Samuel Kneuper (CRD# 816643) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.