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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
Jaquelyn James (CRD# 6308082) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 8 years of experience in the finance industry.
Derek Johnson (CRD# 6514264) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 5 years of experience in the finance industry. Derek Johnson 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.
Lynn Kaloian (CRD# 5569755) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arroyo Grande, CA and has over 15 years of experience in the finance industry.
Sean Maguire (CRD# 6235024) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 7 years of experience in the finance industry.
Stephen Maguire (CRD# 317095) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 16 years of experience in the finance industry.
Thomas Paine (CRD# 2285372) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 31 years of experience in the finance industry.
Andrew Paul (CRD# 6983217) is an Investment Advisor Representative working at Edward Jones in Arroyo Grande, CA and has over 5 years of experience in the finance industry.
Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.
David Schmidt (CRD# 807981) is an Investment Advisor Representative working at Equitable Advisors, LLC in Arroyo Grande, CA and has over 24 years of experience in the finance industry.
Scott Secrest (CRD# 1858986) is an Investment Advisor Representative working at Natural Investments in Arroyo Grande, CA and has over 33 years of experience in the finance industry.