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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
Dustin Smith (CRD# 4838256) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 19 years of experience in the finance industry. Dustin Smith 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.
Suzanne Smith (CRD# 2482548) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 28 years of experience in the finance industry.
Sally Souza (CRD# 2843785) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 27 years of experience in the finance industry.
Stuart Sprenger (CRD# 2142881) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 32 years of experience in the finance industry.
James Strutt (CRD# 6604010) is an Investment Advisor Representative working at Edward Jones in Madera, CA and has over 8 years of experience in the finance industry.
Kevin Sullivan (CRD# 2481584) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 29 years of experience in the finance industry. Kevin Sullivan 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.
Beau Sweeney (CRD# 6540824) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 8 years of experience in the finance industry.
Craig Sweeney (CRD# 5087564) is an Investment Advisor Representative working at Lbg Advisor in Fresno, CA and has over 18 years of experience in the finance industry.
Rodney Thornton (CRD# 446451) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 24 years of experience in the finance industry.
Nicholas Torres (CRD# 6155698) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madera, CA and has over 11 years of experience in the finance industry.