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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
Jeffrey Sutton (CRD# 2392032) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 30 years of experience in the finance industry.
Drew Tamaki (CRD# 1223183) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 21 years of experience in the finance industry.
Yuchen Tang (CRD# 5027786) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Eric Taylor (CRD# 7012082) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 5 years of experience in the finance industry.
Steve Teranishi (CRD# 2200464) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Turlock, CA and has over 32 years of experience in the finance industry.
Thomas Thorson (CRD# 2450094) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Modesto, CA and has over 30 years of experience in the finance industry.
Leotha Thurman (CRD# 1190306) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 37 years of experience in the finance industry.
Bryan Turnbull (CRD# 5643366) is an Investment Advisor Representative working at Pnc Investments in Merced, CA and has over 15 years of experience in the finance industry.
Robert Tyler (CRD# 1880653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 15 years of experience in the finance industry.
Brian Ullrich (CRD# 4263807) is an Investment Advisor Representative working at Commonwealth Financial Network in Modesto, CA and has over 23 years of experience in the finance industry. Brian Ullrich 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.