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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
Katie Junk (CRD# 6942651) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 3 years of experience in the finance industry.
Bruce Karolyi (CRD# 3256024) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oroville, CA and has over 24 years of experience in the finance industry.
William Kyle (CRD# 1255710) is an Investment Advisor Representative working at Eagle Strategies LLC in Chico, CA and has over 15 years of experience in the finance industry.
Ryan Larrabee (CRD# 7722359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chico, CA and has 1 year of experience in the finance industry.
Andrew Lipkin (CRD# 7387280) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chico, CA and has 1 year of experience in the finance industry.
Justin Liska (CRD# 7122194) is an Investment Advisor Representative working at Jml Investmenst LLC in Chico, CA and has over 4 years of experience in the finance industry.
Nicholas Lyons (CRD# 7838162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oroville, CA and has 1 year of experience in the finance industry.
Nicholas Magers (CRD# 7512990) is an Investment Advisor Representative working at Edward Jones in Chico, CA and has 1 year of experience in the finance industry.
Mason Marshburn (CRD# 6775088) is an Investment Advisor Representative working at Next Financial Group, Inc. in Chico, CA and has over 2 years of experience in the finance industry.
Matthew Mason (CRD# 6696304) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 7 years of experience in the finance industry. Matthew Mason 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.