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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
Brian Traverso (CRD# 4997420) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 18 years of experience in the finance industry.
Robert Domm (CRD# 6717896) is an Investment Advisor Representative working at Clovis Wealth Partners, LLC in Clovis, CA and has over 2 years of experience in the finance industry.
Christopher Herrick (CRD# 7853533) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has 1 year of experience in the finance industry.
Jeff King (CRD# 7813711) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has 1 year of experience in the finance industry.
Daniel Kulibert (CRD# 7860396) is an Investment Advisor Representative working at Triad Wealth Partners, LLC in Clovis, CA and has 1 year of experience in the finance industry.
Noah Martinez (CRD# 7658596) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has 1 year of experience in the finance industry.
Mark Steitz (CRD# 6626361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Selma, CA and has over 7 years of experience in the finance industry.
Kc Trace (CRD# 7183283) is an Investment Advisor Representative working at Verity Asset Management in Sanger, CA and has over 4 years of experience in the finance industry.
Carlos Vasquez (CRD# 6193672) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clovis, CA and has over 10 years of experience in the finance industry.