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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
Marc Lippincott (CRD# 3253234) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 24 years of experience in the finance industry. Marc Lippincott 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.
Tim Lippincott (CRD# 5188975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulare, CA and has over 16 years of experience in the finance industry.
Randy Long (CRD# 1161624) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 40 years of experience in the finance industry. Randy Long 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.
Rey Mendez (CRD# 7028265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Porterville, CA and has over 5 years of experience in the finance industry.
Joseph Morgan (CRD# 2822025) is an Investment Advisor Representative working at Cwm, LLC in Dinuba, CA and has over 27 years of experience in the finance industry. Joseph Morgan 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.
Bryan Muth (CRD# 4793652) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Exeter, CA and has over 19 years of experience in the finance industry.
Mark Nanamura (CRD# 2612648) is an Investment Advisor Representative working at Mutual Advisors, LLC in Porterville, CA and has over 28 years of experience in the finance industry.
Blake Nino (CRD# 5339927) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 16 years of experience in the finance industry.
Teresa Nino (CRD# 4311978) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 23 years of experience in the finance industry. Teresa Nino 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.
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.