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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
Bruce Williams (CRD# 4379485) is an Investment Advisor Representative working at Lpl Financial LLC in Paso Robles, CA and has over 23 years of experience in the finance industry. Bruce Williams 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.
Jonathan Zeller (CRD# 4888279) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has over 19 years of experience in the finance industry.
Andrew Zinn (CRD# 2976679) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cambria, CA and has over 26 years of experience in the finance industry.
Sandy Cha (CRD# 7502388) is an Investment Advisor Representative working at Edward Jones in Cambria, CA and has over 2 years of experience in the finance industry.
Ashley Eckles (CRD# 7708698) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has 1 year of experience in the finance industry.
Chloe Feingold (CRD# 7806912) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has 1 year of experience in the finance industry.
Alexander Gourley (CRD# 6983259) is an Investment Advisor Representative working at Lpl Financial LLC in King City, CA and has over 5 years of experience in the finance industry.
Jennifer Hall (CRD# 7044995) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in Templeton, CA and has over 3 years of experience in the finance industry.
Jacquelyn Hayes (CRD# 7528629) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has 1 year of experience in the finance industry.
John Kirkgard (CRD# 2180512) is an Investment Advisor Representative working at J. Dyhr Capital in Paso Robles, CA and has over 32 years of experience in the finance industry.