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Financial Consultants in California

Financial Consultants in Truckee, CA

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6 results found

Leisa Peterson Incline Village, NV

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Incline Village, Nevada
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Incline Village, NVFinancial Advisorsince May 2011Wells Fargo - Truckee, CAHome Mortgage Consultant/Private Mortgage BankerJul 2003 - Apr 2011
Full Profile

Jessica Abrams Truckee, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones
Location:
Truckee, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Pete Trummer Truckee, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Western International Securities, Owner/President at Peter Trummer Insurance
Title:
Financial Advisor
Location:
Truckee, California
Industry:
Financial Services
Work history:
Western International Securities Financial Advisorsince 2005Peter Trummer Insurance Owner/Presidentsince 1998
Full Profile

Alan Nicholls Truckee, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Tour Guide • Nurse • Nurse Practitioner

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, Luxury homes, First time home buyers, Distressed properties, Relocation
Work:
Dickson Realty, Inc
Truckee, CA
(530) 550-5005 (Phone)
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
About:
Sometimes things have to be taken away from us before we can truly appreciate their value... I...
..worked for a total of three years as a financial advisor for two Fortune 100 Corporations
Full Profile

John Little Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Team Leader • Operations Manager • General and Operations Manager • Director of Operations • Bachelor of Science • Minor in Business Administration • Psychologist • Information Technology Specialist • IT Specialist • Sales Representative • Managers • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Sacramento, California AreaFinancial Advisorsince Feb 2011DTIA, Inc. - Truckee, CAPresidentOct 2010 - Feb 2011
Full Profile

Mark Bowen Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • District Manager • Sales Manager • Sales Director • Region Manager • Customer Service • Client Service Officer • Construction • Area Manager • Managers • Marketing Manager • Operations Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
District Manager at Aramark Uniform Services
Location:
Sacramento, California Area
Industry:
Consumer Services
Work history:
Aramark Uniform Services - Sacramento, California AreaDistrict Managersince Dec 2012Copeland Construction Sales ManagerJan 2011 - Dec 2012
Licensed Financial Advisor at Wells Fargo
Full Profile

Financial Consultants near Truckee, CA04488132176220RenoSparksAuburnCarson CityIncline VillageSouth Lake TahoeMindenZephyr CoveCrystal BayVirginia City


Financial Consultants around Truckee, CA

Auburn  (15)
Carson City  (6)
Crystal Bay  (1)
Minden  (2)
Reno  (217)
Sparks  (22)
Zephyr Cove  (2)

Financial Consultants in California

Sub-specializations

Financial Consultant  (6)
Funder  (1)