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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
Juan Aldama (CRD# 6900729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salinas, CA and has over 6 years of experience in the finance industry.
Peter Andresen (CRD# 1385904) is an Investment Advisor Representative working at Andresen & Associates Inc. in Salinas, CA and has over 38 years of experience in the finance industry.
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.
Richard Bassman (CRD# 2621920) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel Valley, CA and has over 28 years of experience in the finance industry. Richard Bassman 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.
Luis Contreras (CRD# 5742063) is an Investment Advisor Representative working at Contreras Financial, Inc. in Salinas, CA and has over 11 years of experience in the finance industry.
Carlos Fullen (CRD# 6123954) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 11 years of experience in the finance industry.
John Griffin (CRD# 2373019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salinas, CA and has over 30 years of experience in the finance industry.
Douglas Gutshall (CRD# 2420463) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 30 years of experience in the finance industry.
Karen Hagman (CRD# 6731171) is an Investment Advisor Representative working at Edward Jones in Salinas, CA and has over 7 years of experience in the finance industry.
Kimberly Hankins (CRD# 2411276) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel Valley, CA and has over 28 years of experience in the finance industry.