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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
Samuel Ruxton (CRD# 6593238) is an Investment Advisor Representative working at Edward Jones in Woodland, CA and has over 6 years of experience in the finance industry.
Tracy Schmuhl (CRD# 2999539) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 26 years of experience in the finance industry. Tracy Schmuhl 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.
Stephen Schug (CRD# 7183709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 4 years of experience in the finance industry.
Sean Scruby (CRD# 4545316) is an Investment Advisor Representative working at Olde World Investments in Napa, CA and has 1 year of experience in the finance industry. Sean Scruby 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.
Russell Seymour (CRD# 7620624) is an Investment Advisor Representative working at Edward Jones in Davis, CA and has 1 year of experience in the finance industry.
Inderjit Singh (CRD# 7486056) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 2 years of experience in the finance industry.
Albert Solano (CRD# 7659204) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davis, CA and has 1 year of experience in the finance industry.
Danielle Solano (CRD# 7307890) is an Investment Advisor Representative working at Morgan Stanley in Napa, CA and has 1 year of experience in the finance industry.
Jonathan Sorunke (CRD# 7653498) is an Investment Advisor Representative working at Sorunke Wealth Advisors in Davis, CA and has 1 year of experience in the finance industry.
Fredy Tanchez (CRD# 7207894) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has 1 year of experience in the finance industry.