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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
Clayton Davis (CRD# 2536213) is an Investment Advisor Representative working at Lpl Financial LLC in Paso Robles, CA and has over 29 years of experience in the finance industry.
Henry Elisarraraz (CRD# 3264015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Paso Robles, CA and has over 23 years of experience in the finance industry.
Daren Friedle (CRD# 2048760) is an Investment Advisor Representative working at Lpl Financial LLC in Templeton, CA and has over 33 years of experience in the finance industry.
Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 26 years of experience in the finance industry. Robert Garcia 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.
Eric Hallin (CRD# 5830621) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has over 13 years of experience in the finance industry.
Carolyn Herzog (CRD# 4159202) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has 1 year of experience in the finance industry. Carolyn Herzog 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.
Edward Hinds (CRD# 2062098) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Paso Robles, CA and has over 32 years of experience in the finance industry. Edward Hinds 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.
Michele Ing (CRD# 1211884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in King City, CA and has over 19 years of experience in the finance industry. Michele Ing 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.
Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.
Andrea Klipfel (CRD# 4618630) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 21 years of experience in the finance industry.