-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Timothy Byers (CRD# 7870812) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Frenso, CA and has 1 year of experience in the finance industry.
Edgar De La Cruz (CRD# 7357835) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has 1 year of experience in the finance industry.
Daniel Duarte (CRD# 7267545) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fresno, CA and has over 4 years of experience in the finance industry.
Jeremiah Duda (CRD# 7681729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has 1 year of experience in the finance industry.
Ricardo Gomez (CRD# 7325898) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Fresno, CA and has 1 year of experience in the finance industry.
William Griffith (CRD# 7468935) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has 1 year of experience in the finance industry.
David Hall (CRD# 7584554) is an Investment Advisor Representative working at Stride Financial Planning in Madera, CA and has over 2 years of experience in the finance industry.
Jason Horg (CRD# 4751735) is an Investment Advisor Representative working at Mariner Independent in Fresno, CA and has over 20 years of experience in the finance industry.
Whitney Kelley (CRD# 7306176) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 3 years of experience in the finance industry. Whitney Kelley 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.
Brandon Linker (CRD# 5998612) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 4 years of experience in the finance industry.