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Distance Only San Luis Obispo, 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
William Crew (CRD# 2337293) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry. William Crew 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 Cryden (CRD# 1188657) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has 1 year of experience in the finance industry. David Cryden 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 Curtis (CRD# 5203845) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 15 years of experience in the finance industry. Ryan Curtis 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.
Craig Darnell (CRD# 4573977) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 21 years of experience in the finance industry. Craig Darnell 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.
Jay Douglas (CRD# 3138473) is an Investment Advisor Representative working at Wealthspring in San Luis Obispo, CA and has over 24 years of experience in the finance industry. Jay Douglas 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.
Edward English (CRD# 4728438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Brianna Ferguson (CRD# 5998189) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Brianna Ferguson 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.
Harry Fischer (CRD# 829238) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 34 years of experience in the finance industry.
Bryan Foronjy (CRD# 4978922) is an Investment Advisor Representative working with Strategic Wealth Advisors Group and doing business as Foronjy Financial in San Luis Obispo and Santa Barbara Counties with over 10 years of experience in the financial services industry.
Deborah Garza (CRD# 2544045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.