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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
Ian Perales (CRD# 5830676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Cornelius Pigott (CRD# 1304008) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clovis, CA and has over 12 years of experience in the finance industry. Cornelius Pigott 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.
Marc Scott (CRD# 4211046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clovis, CA and has over 23 years of experience in the finance industry.
Kurt Sieve (CRD# 3016050) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clovis, CA and has over 23 years of experience in the finance industry.
Joseph Tooley (CRD# 6795186) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has over 6 years of experience in the finance industry.
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.
Bradley Warner (CRD# 4833541) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clovis, CA and has over 19 years of experience in the finance industry. Bradley Warner 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.
Joshua Brown (CRD# 4990395) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has over 4 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.
M Garcia (CRD# 6160860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clovis, CA and has over 3 years of experience in the finance industry.