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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
Sarah Harris (CRD# 4017989) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fresno, CA and has over 23 years of experience in the finance industry.
Shellie Harris (CRD# 2220279) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 16 years of experience in the finance industry.
Jessica Heberger (CRD# 6748296) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 6 years of experience in the finance industry.
Lisa Hennesay (CRD# 1931500) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 29 years of experience in the finance industry.
Monica Hensley (CRD# 1723902) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fresno, CA and has over 26 years of experience in the finance industry.
Paul Herrick (CRD# 5845384) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Carl Hinds (CRD# 5434183) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 16 years of experience in the finance industry.
Jonathan Holt (CRD# 6349697) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 9 years of experience in the finance industry. Jonathan Holt 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 Hook (CRD# 4439944) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 22 years of experience in the finance industry. Kevin Hook 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.
John Hooper (CRD# 1573967) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has 1 year of experience in the finance industry.