-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kerry Romstad (CRD# 2494712) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 29 years of experience in the finance industry.
Christopher Roth (CRD# 5155417) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 17 years of experience in the finance industry.
Beth Rowe (CRD# 5092175) is an Investment Advisor Representative working at Edward Jones in Vacaville, CA and has over 17 years of experience in the finance industry.
James Russell (CRD# 5569166) is an Investment Advisor Representative working at Edward Jones in Woodland, CA and has over 15 years of experience in the finance industry.
Thomas Sallady (CRD# 3100051) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, CA and has over 25 years of experience in the finance industry.
Scott Schauffel (CRD# 1732608) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Vacaville, CA and has over 12 years of experience in the finance industry.
Shannon Schmidt (CRD# 6914117) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, CA and has over 6 years of experience in the finance industry.
Aaron Schmoekel (CRD# 4027795) is an Investment Advisor Representative working at Edelman Financial Engines in Woodland, CA and has over 24 years of experience in the finance industry. Aaron Schmoekel 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.
Kurt Schrader (CRD# 6868604) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 6 years of experience in the finance industry. Kurt Schrader 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.
Lacy Senate (CRD# 5240913) is an Investment Advisor Representative working at Edward Jones in Vacaville, CA and has over 17 years of experience in the finance industry.