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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
John Buerger (CRD# 4924044) is an Investment Advisor Representative working at Altus Wealth Solutions in Atascadero, CA and has 1 year of experience in the finance industry. John Buerger 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.
Austin Cunningham (CRD# 6388609) is an Investment Advisor Representative working at Northwest Asset Management in Atascadero, CA and has over 9 years of experience in the finance industry. Austin Cunningham 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.
Erich Erdmier (CRD# 2660675) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 28 years of experience in the finance industry.
Timothy Holt (CRD# 2057790) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Atascadero, CA and has over 33 years of experience in the finance industry.
Nelson Kobata (CRD# 2551742) is an Investment Advisor Representative working at Lpl Financial LLC in Atascadero, CA and has over 29 years of experience in the finance industry. Nelson Kobata 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.
Regina Krumland (CRD# 4074215) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 22 years of experience in the finance industry. Regina Krumland 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.
David La Rue (CRD# 5746583) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Atascadero, CA and has over 14 years of experience in the finance industry.
Charles Matthews (CRD# 6706785) is an Investment Advisor Representative working at Edward Jones in Atascadero, CA and has over 7 years of experience in the finance industry.
Kevin McLaughlin (CRD# 5727815) is an Investment Advisor Representative working at Fiduciary Investment Risk Management in Atascadero, CA and has over 14 years of experience in the finance industry.
Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 16 years of experience in the finance industry. Paul Parotti 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.