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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
Natali Sanchez (CRD# 6444004) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 9 years of experience in the finance industry.
Thomas Vigil (CRD# 4581783) is an Investment Advisor Representative working at Lpl Financial LLC in Atascadero, CA and has over 21 years of experience in the finance industry. Thomas Vigil 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.
Sarah Anderson (CRD# 7586754) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has 1 year of experience in the finance industry.
Sara Hays (CRD# 7407688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atascadero, CA and has over 2 years of experience in the finance industry.
Larson Patty (CRD# 7604628) is an Investment Advisor Representative working at Rothman Investment Management in Atascadero, CA and has 1 year of experience in the finance industry.
Martha Schuman (CRD# 1402962) is an Investment Advisor Representative working at Community Capital Management, LLC in Atascadero, CA and has over 38 years of experience in the finance industry.
Joel Askew (CRD# 6342307) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Gregory Baker (CRD# 2680698) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pismo Beach, CA and has over 28 years of experience in the finance industry.
Rasheem Banks (CRD# 6095912) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Rasheem Banks 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.
Jeremy Becker (CRD# 4870401) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 19 years of experience in the finance industry.