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Distance Only Stockton, 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
Kevin Schneider (CRD# 860086) is an Investment Advisor Representative working at Bfc Planning, Inc. in Stockton, CA and has over 33 years of experience in the finance industry.
Jill Sidman (CRD# 4240750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 17 years of experience in the finance industry.
Jeremy Silcox (CRD# 4364883) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Brian Soon (CRD# 3058985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 25 years of experience in the finance industry.
Steven Spurgeon (CRD# 1259254) is an Investment Advisor Representative working at Spurgeon Financial Group in Stockton, CA and has 1 year of experience in the finance industry.
Athena Stone (CRD# 5267346) is an Investment Advisor Representative working at Attentive Investments, LLC in Stockton, CA and has over 16 years of experience in the finance industry.
Mark Stroup (CRD# 5094126) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 18 years of experience in the finance industry.
Larry Swanson (CRD# 851659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 40 years of experience in the finance industry.
Michael Talley (CRD# 4452701) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Tolen Teigen (CRD# 4559988) is an Investment Advisor Representative working at Findec Wealth Services, Inc. in Stockton, CA and has over 21 years of experience in the finance industry. Tolen Teigen 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.