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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
Bryan Turnbull (CRD# 5643366) is an Investment Advisor Representative working at Pnc Investments in Merced, CA and has over 15 years of experience in the finance industry.
Robert Tyler (CRD# 1880653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 15 years of experience in the finance industry.
Arthur Velasco (CRD# 5195930) is an Investment Advisor Representative working at Lpl Financial LLC in Madera, CA and has over 16 years of experience in the finance industry.
Craig Vitale (CRD# 4525674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA and has over 21 years of experience in the finance industry.
Devin Watts (CRD# 7005109) is an Investment Advisor Representative working at Panoramic Financial Advice in Fresno, CA and has over 5 years of experience in the finance industry. Devin Watts 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.
Jared West (CRD# 3043661) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
Taylor Whelan (CRD# 6425340) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 9 years of experience in the finance industry.
Vincent Whelan (CRD# 1900908) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 21 years of experience in the finance industry. Vincent Whelan 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.
Matthew White (CRD# 5324827) is an Investment Advisor Representative working at Endurance Investment Strategies, Inc. in Fresno, CA and has over 17 years of experience in the finance industry.
Portia White (CRD# 5137590) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 18 years of experience in the finance industry.