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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
Bradley Goodwin (CRD# 2543519) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
James Haack (CRD# 4568146) is an Investment Advisor Representative working at Edward Jones in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
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.
Jim Hamari (CRD# 2068213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.
Mark Harasym (CRD# 6363744) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Aaron Hendry (CRD# 6114486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 11 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.
Stephen Hiltscher (CRD# 4888806) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 18 years of experience in the finance industry.
Robert Hiltz (CRD# 2536210) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
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.