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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
Jeremy Sorci (CRD# 6128429) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 11 years of experience in the finance industry.
Brandon Stockman (CRD# 5433660) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Fortuna, CA and has over 15 years of experience in the finance industry.
Janelle Swan Robinson (CRD# 6274582) is an Investment Advisor Representative working at Edward Jones in Fortuna, CA and has over 10 years of experience in the finance industry.
William Symons (CRD# 3022068) is an Investment Advisor Representative working at Eureka Financial Planners, LLC in Eureka, CA and has over 26 years of experience in the finance industry. William Symons 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.
Ginger Weber (CRD# 2975033) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 26 years of experience in the finance industry.
Dax Williamson (CRD# 2736690) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Eureka, CA and has over 27 years of experience in the finance industry.
Herbert Wood (CRD# 2934722) is an Investment Advisor Representative working at Edward Jones in Fortuna, CA and has over 26 years of experience in the finance industry.
Phoenix Arnold (CRD# 7834534) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has 1 year of experience in the finance industry.
David Carbiener (CRD# 2279691) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Mckinleyville, CA and has over 31 years of experience in the finance industry.
Lisa Fryrear (CRD# 6000946) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eureka, CA and has over 12 years of experience in the finance industry.