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Distance Only Fresno, CA
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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
Lance Dunn (CRD# 2798172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fresno, CA and has over 26 years of experience in the finance industry. Lance Dunn 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.
John Dvorak (CRD# 5546362) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 15 years of experience in the finance industry.
Gary Egorov (CRD# 2530591) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fresno, CA and has over 29 years of experience in the finance industry.
Derek Elrod (CRD# 4793202) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 20 years of experience in the finance industry. Derek Elrod 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.
Ryan Estes (CRD# 4396699) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 22 years of experience in the finance industry.
James Fantaski (CRD# 2059871) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fresno, CA and has over 27 years of experience in the finance industry.
John Fitzgerald (CRD# 1484342) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 15 years of experience in the finance industry.
Leslie Fitzgerald (CRD# 5598239) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fresno, CA and has over 15 years of experience in the finance industry.
Michael Fitzgerald (CRD# 4801707) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fresno, CA and has over 19 years of experience in the finance industry.
Andrew James Flores (CRD# 6384742) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 9 years of experience in the finance industry. Andrew James Flores 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.