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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
Randall Weaver (CRD# 2205824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 32 years of experience in the finance industry.
Tina Wells Lee (CRD# 2657810) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 27 years of experience in the finance industry. Tina Wells Lee 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.
Taylor Welz (CRD# 1558277) is an Investment Advisor Representative working at Dkm Wealth Management, Inc. in Stockton, CA and has 1 year of experience in the finance industry. Taylor Welz 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.
Brian Wilkinson (CRD# 4130513) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stockton, CA and has over 24 years of experience in the finance industry.
Jeremy Willson (CRD# 6408593) is an Investment Advisor Representative working at Lpl Financial LLC in Tracy, CA and has over 9 years of experience in the finance industry.
Ryan Wilson (CRD# 6499371) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 7 years of experience in the finance industry.
Thomas Winkler (CRD# 1471258) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 36 years of experience in the finance industry.
Andrew Wolf (CRD# 6145046) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 8 years of experience in the finance industry.
David Wong (CRD# 2350036) is an Investment Advisor Representative working at Arrowhead Wealth Management Corp. in Modesto, CA and has over 31 years of experience in the finance industry.
Gena Yaqubi (CRD# 5884904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tracy, CA and has over 10 years of experience in the finance industry.