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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
Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
Melissa Miller (CRD# 5921659) is an Investment Advisor Representative working at Wells Fargo Advisors in San Luis Obispo, CA and has over 12 years of experience in the finance industry.
Jerry Mirolla (CRD# 6136304) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
Stephen Moses (CRD# 2230909) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 32 years of experience in the finance industry.
Moyses Muguira (CRD# 6053075) is an Investment Advisor Representative working at Edward Jones in Pismo Beach, CA and has over 12 years of experience in the finance industry.
Donald Mullin (CRD# 3133548) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Shawn Murphy (CRD# 5587582) is an Investment Advisor Representative working at Right Brain Money in San Luis Obispo, CA and has over 15 years of experience in the finance industry. Shawn Murphy 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.
Tahira Neal (CRD# 4177377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Jacob Nichols (CRD# 5918813) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morro Bay, CA and has over 12 years of experience in the finance industry.
Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry.