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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
Beth Kirkland (CRD# 2626186) is an Investment Advisor Representative working at Wells Fargo Advisors in San Luis Obispo, CA and has over 27 years of experience in the finance industry.
Stacy Korsgaden (CRD# 4033879) is an Investment Advisor Representative working at Commonwealth Financial Network in Grover Beach, CA and has over 24 years of experience in the finance industry.
Carter Kranz (CRD# 6808444) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Grover Beach, CA and has 1 year of experience in the finance industry.
Brett Krausse (CRD# 5287130) is an Investment Advisor Representative working at Morgan Stanley in Santa Maria, CA and has over 13 years of experience in the finance industry.
Emery Luper (CRD# 7091746) is an Investment Advisor Representative working at Edward Jones in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
Antonio Mendoza (CRD# 6339744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Maria, CA and has over 3 years of experience in the finance industry.
Lucas Munds (CRD# 7787796) is an Investment Advisor Representative working at Edward Jones in Cayucos, CA and has 1 year of experience in the finance industry.
Seth Ollice (CRD# 7525680) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has 1 year of experience in the finance industry.
Taranvir Pannu (CRD# 7134256) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 4 years of experience in the finance industry.
Peter Patag (CRD# 7152661) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pismo Beach, CA and has 1 year of experience in the finance industry.