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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
Sandrine Logan (CRD# 4189545) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 23 years of experience in the finance industry. Sandrine Logan 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.
Raymond Lopez (CRD# 2144658) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 32 years of experience in the finance industry.
Francisco Lopez-Wernick (CRD# 6760042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 6 years of experience in the finance industry.
Ryan Louie (CRD# 4435975) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 19 years of experience in the finance industry. Ryan Louie 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.
Warren Lowe (CRD# 5035850) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 18 years of experience in the finance industry.
Mark Macedo (CRD# 4620950) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 14 years of experience in the finance industry.
Russell Maltes (CRD# 4304383) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 23 years of experience in the finance industry. Russell Maltes 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.
Michael Manjarrez (CRD# 6105145) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry. Michael Manjarrez 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.
Stephen Mar (CRD# 1295710) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 39 years of experience in the finance industry. Stephen Mar 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.
Richard Martin (CRD# 1276118) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 31 years of experience in the finance industry.