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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
Anthony Nieddu (CRD# 2766316) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lodi, CA and has over 27 years of experience in the finance industry.
Christopher Olsen (CRD# 1541716) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lodi, CA and has over 21 years of experience in the finance industry.
Albert Paula (CRD# 4812095) is an Investment Advisor Representative working at Eagle Strategies LLC in Lodi, CA and has over 19 years of experience in the finance industry.
Christian Phillips (CRD# 1749801) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 32 years of experience in the finance industry.
David Phillips (CRD# 4185767) has been a Wealth Manager for Phillips Financial where he is currently an LPL Registered Principal. His primary responsibilities involve analysis of financial products, development of financial planning strategies and portfolio management for the various investment objectives.
Telephone: 209-367-0868
email: [email protected]
website: http://www.lodifinancial.com/home
LinkedIn: David Phillips
Professional Designations
CFA® Charterholder (Chartered Financial Analyst)
CFP® (Certified Financial Planner)
Education
B.A. University of California,...
Daniel Raymond (CRD# 4618228) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lodi, CA and has over 20 years of experience in the finance industry. Daniel Raymond 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.
Charles Smith (CRD# 427158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lodi, CA and has over 35 years of experience in the finance industry.
Joshua Steinfeld (CRD# 5560704) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lodi, CA and has over 13 years of experience in the finance industry.
Dennis Steinkamp (CRD# 1356304) is an Investment Advisor Representative working at Wulff, Hansen & Company in Lodi, CA and has over 39 years of experience in the finance industry.
Gary Twing (CRD# 1123004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 25 years of experience in the finance industry.