-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Emily Goodman (CRD# 7676224) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry. Emily Goodman 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.
Loren Grabau (CRD# 6984490) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.
Robert Hather (CRD# 862855) is an Investment Advisor Representative working at Hather, Robert K in San Luis Obispo, CA and has over 39 years of experience in the finance industry.
Sara Hays (CRD# 7407688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atascadero, CA and has over 2 years of experience in the finance industry.
Daniel Herron (CRD# 5234959) is an Investment Advisor Representative working at Elemental Wealth Advisors, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Daniel Herron 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.
Sergio Holguin (CRD# 7197477) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 4 years of experience in the finance industry.
Katelyn Hunter (CRD# 7117080) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Laura Ingels (CRD# 5075862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 4 years of experience in the finance industry.
Melissa Jane (CRD# 7250255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 3 years of experience in the finance industry.
Austin Jones (CRD# 7641000) is an Investment Advisor Representative working at First Command Advisory Services in Santa Maria, CA and has 1 year of experience in the finance industry.