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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
Donna Stevenson (CRD# 2856535) is an Investment Advisor Representative working at Lpl Financial LLC in Copperopolis, CA and has over 27 years of experience in the finance industry.
Geoffrey Akers (CRD# 4839551) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 19 years of experience in the finance industry.
Cassandra Anderson (CRD# 2043859) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 24 years of experience in the finance industry.
Dane Anderson (CRD# 2883630) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 26 years of experience in the finance industry.
Randall Anderson (CRD# 5413) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 31 years of experience in the finance industry.
Diana Archibald (CRD# 7043198) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 5 years of experience in the finance industry.
Sherry Azevedo (CRD# 2449534) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salida, CA and has over 30 years of experience in the finance industry.
Joel Balam (CRD# 5137122) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 16 years of experience in the finance industry.
Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 24 years of experience in the finance industry. Christopher Battreall 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.
Vicki Bayley (CRD# 2607884) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 25 years of experience in the finance industry.