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Distance Only Clovis, 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
John Frantz (CRD# 5800686) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Taylor Franzman (CRD# 6848793) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clovis, CA and has over 6 years of experience in the finance industry.
Aaron Friedrich (CRD# 2548382) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has over 29 years of experience in the finance industry.
Tiffany Gunsorek (CRD# 4605575) is an Investment Advisor Representative working at Lpl Financial LLC in Clovis, CA and has over 20 years of experience in the finance industry.
Paul Herrick (CRD# 5845384) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Jonathan Holt (CRD# 6349697) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 9 years of experience in the finance industry. Jonathan Holt 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.
Gary Lamb (CRD# 4012813) is an Investment Advisor Representative working at Lpl Financial LLC in Clovis, CA and has over 24 years of experience in the finance industry.
Gene Larson (CRD# 1404914) is an Investment Advisor Representative working at Independent Financial Group, LLC in Clovis, CA and has over 24 years of experience in the finance industry. Gene Larson 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.
Joseph Lauzon (CRD# 2773510) is an Investment Advisor Representative working at Lpl Financial LLC in Clovis, CA and has over 24 years of experience in the finance industry.
Jerry Lawless (CRD# 2065896) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clovis, CA and has over 33 years of experience in the finance industry.