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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
Richard Peterson (CRD# 2948874) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Luis Obispo, CA and has over 26 years of experience in the finance industry.
Jon Pollock (CRD# 4352315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Dave Pruett (CRD# 5069197) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Osos, CA and has over 18 years of experience in the finance industry.
Donald Ramirez (CRD# 2622554) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Donald Ramirez 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.
Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry. Kristin Rasmussen 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.
William Rasmussen (CRD# 5347540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 16 years of experience in the finance industry.
Jennifer Redman (CRD# 4253334) is an Investment Advisor Representative working at Edward Jones in Morro Bay, CA and has over 23 years of experience in the finance industry.
John Reeve (CRD# 2666243) is an Investment Advisor Representative working at The Ameriflex Group in Nipomoi, CA and has over 28 years of experience in the finance industry.
Robert Rich (CRD# 6388619) is an Investment Advisor Representative working at Edward Jones in Orcutt, CA and has over 9 years of experience in the finance industry.
Deanna Richards (CRD# 5714934) is an Investment Advisor Representative working at Edward Jones in Los Osos, CA and has over 13 years of experience in the finance industry.