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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
Mark Otta (CRD# 2590012) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 29 years of experience in the finance industry.
Wilton Owyang (CRD# 3091769) is an Investment Advisor Representative working at Morgan Stanley in Fresno, CA and has over 25 years of experience in the finance industry.
Luka Pavlina (CRD# 4945465) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Kingsburg, CA and has over 17 years of experience in the finance industry. Luka Pavlina 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.
David Peck (CRD# 5532019) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Fresno, CA and has over 14 years of experience in the finance industry.
Amanda Phimmachack (CRD# 4896134) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 19 years of experience in the finance industry. Amanda Phimmachack 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 Quan (CRD# 1502777) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fresno, CA and has over 27 years of experience in the finance industry. Richard Quan 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.
Erin Redmond (CRD# 6283192) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 7 years of experience in the finance industry.
Nikolaus Redmond (CRD# 5698794) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 13 years of experience in the finance industry. Nikolaus Redmond 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.
Arlie Rogers (CRD# 2697104) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 13 years of experience in the finance industry.
Brahm Rossiter (CRD# 2995375) is an Investment Advisor Representative working at Lpl Financial LLC in Lemoore, CA and has over 24 years of experience in the finance industry.