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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
James Price (CRD# 6436468) is an Investment Advisor Representative working at Lpl Financial LLC in Merced, CA and has over 9 years of experience in the finance industry.
Robert Ralston (CRD# 6451506) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 9 years of experience in the finance industry.
Philip Ray (CRD# 2097334) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 33 years of experience in the finance industry. Philip Ray 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.
Rob Robertson (CRD# 5281054) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresno, CA and has over 15 years of experience in the finance industry.
David Rogina (CRD# 1051130) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 39 years of experience in the finance industry.
Michael Ryan (CRD# 6152734) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has 1 year of experience in the finance industry. Michael Ryan 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.
Nai Saelee (CRD# 5451536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 9 years of experience in the finance industry.
Victor Sagouspe (CRD# 1140282) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fresno, CA and has over 37 years of experience in the finance industry.
Matthew Sebastian (CRD# 4366309) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fresno, CA and has over 23 years of experience in the finance industry.
Mark Seivert (CRD# 1046711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 28 years of experience in the finance industry. Mark Seivert 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.