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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
Larson Patty (CRD# 7604628) is an Investment Advisor Representative working at Rothman Investment Management in Atascadero, CA and has over 2 years of experience in the finance industry.
Troy Prober (CRD# 7784973) is an Investment Advisor Representative working at Edward Jones in Santa Maria , CA and has 1 year of experience in the finance industry.
Robert Railsback (CRD# 6310555) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pismo Beach, CA and has over 10 years of experience in the finance industry.
Elizabeth Raines (CRD# 5533300) is an Investment Advisor Representative working at Avantax Advisory Services in Morro Bay, CA and has over 2 years of experience in the finance industry.
Donna Randolph (CRD# 4641215) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Maria, CA and has over 20 years of experience in the finance industry.
Spencer Rhode (CRD# 7527451) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
Catherine Riedstra (CRD# 7837236) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Jose Rivas (CRD# 5317666) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pismo Beach, CA and has over 15 years of experience in the finance industry.
Nicholas Scott (CRD# 6552440) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 8 years of experience in the finance industry.
James Simonaro (CRD# 7208828) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 4 years of experience in the finance industry. James Simonaro 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.