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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
Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.
Jacob Rothman (CRD# 6399323) is an Investment Advisor Representative working at Rothman Investment Management in Atascadero, CA and has 1 year of experience in the finance industry. Jacob Rothman 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.
Sandra Sailer (CRD# 1350700) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 38 years of experience in the finance industry.
Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Brooke Salvini 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.
Natali Sanchez (CRD# 6444004) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 9 years of experience in the finance industry.
Alexander Schams (CRD# 6336785) is an Investment Advisor Representative working at Edward Jones in Cayucos, CA and has over 8 years of experience in the finance industry.
Todd Sears (CRD# 4743550) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Maria, CA and has over 12 years of experience in the finance industry.
Scott Secrest (CRD# 1858986) is an Investment Advisor Representative working at Natural Investments in Arroyo Grande, CA and has over 33 years of experience in the finance industry.
Francis Shepard (CRD# 2044341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pismo Beach, CA and has over 33 years of experience in the finance industry.
Robert Shipe (CRD# 5896463) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.