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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
Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Robert Ogden 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.
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Ryan Olson (CRD# 4896790) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Ryan earned his MBA in financial planning from Indiana Wesleyan University in 2016. He 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 putclients'...
Nelson Pamplona (CRD# 6952618) is an Investment Advisor Representative working at Edward Jones in Morro Bay, CA and has over 5 years of experience in the finance industry.
Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Richard Peterson (CRD# 2948874) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Luis Obispo, CA and has over 26 years of experience in the finance industry.
Jon Pollock (CRD# 4352315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Dave Pruett (CRD# 5069197) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Osos, CA and has over 18 years of experience in the finance industry.
Donald Ramirez (CRD# 2622554) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Donald Ramirez 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.
Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry. Kristin Rasmussen 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.