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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
David Nilsen (CRD# 2524319) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
David Ogden (CRD# 4357215) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 8 years of experience in the finance industry.
Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Robert Ogden 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.
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Ryan Olson (CRD# 4896790) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Ryan earned his MBA in financial planning from Indiana Wesleyan University in 2016. He 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 putclients'...
Thomas Paine (CRD# 2285372) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 31 years of experience in the finance industry.
Nelson Pamplona (CRD# 6952618) is an Investment Advisor Representative working at Edward Jones in Morro Bay, CA and has over 5 years of experience in the finance industry.
Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 16 years of experience in the finance industry. Paul Parotti 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.
Andrew Paul (CRD# 6983217) is an Investment Advisor Representative working at Edward Jones in Arroyo Grande, CA and has over 5 years of experience in the finance industry.