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Distance Only Visalia, 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
Samuel Gilman (CRD# 3106332) is an Investment Advisor Representative working at Gilman Harris Travioli Slover Accountancy Corporation in Visalia, CA and has over 25 years of experience in the finance industry.
Garth Gipson (CRD# 5627595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 15 years of experience in the finance industry.
Chris Harris (CRD# 2926438) is an Investment Advisor Representative working at Gilman Harris Travioli Slover Accountancy Corporation in Visalia, CA and has 1 year of experience in the finance industry.
Gerald Hayton (CRD# 816892) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 42 years of experience in the finance industry.
Scott Heron (CRD# 2031300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 33 years of experience in the finance industry. Scott Heron 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.
Neal Hickey (CRD# 6792592) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Visalia, CA and has over 6 years of experience in the finance industry.
Donald Kaplan (CRD# 2991106) is an Investment Advisor Representative working at Commonwealth Financial Network in Visalia, CA and has over 26 years of experience in the finance industry.
Paul Kassel (CRD# 1312421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 39 years of experience in the finance industry.
Kirk Kernen (CRD# 4606739) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 21 years of experience in the finance industry.
Steven Leoni (CRD# 2749184) is an Investment Advisor Representative working at Equitable Advisors, LLC in Visalia, CA and has over 27 years of experience in the finance industry.