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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
James Pascoe (CRD# 1013165) is an Investment Advisor Representative working at Prudential Financial Planning Services in Woodland, CA and has over 16 years of experience in the finance industry.
David Pinto (CRD# 4723325) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodland, CA and has over 20 years of experience in the finance industry. David Pinto 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.
Mark Pratt (CRD# 1345655) is an Investment Advisor Representative working at Eagle Strategies LLC in Davis, CA and has over 33 years of experience in the finance industry.
Mark Richmond (CRD# 1520828) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 32 years of experience in the finance industry. Mark Richmond 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.
Devon Robb (CRD# 5997905) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 7 years of experience in the finance industry. Devon Robb 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.
Robin Rocha (CRD# 1303031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 38 years of experience in the finance industry.
Alfred Roche (CRD# 3132353) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sacramento, CA and has over 25 years of experience in the finance industry.
Michael Rodegerdts (CRD# 4568340) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodland, CA and has over 21 years of experience in the finance industry.
Emmanuel Rojas (CRD# 6393325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 9 years of experience in the finance industry.
Leah Roman (CRD# 5699133) is an Investment Advisor Representative working at Edward Jones in Woodland, CA and has over 14 years of experience in the finance industry.