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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
Thomas Holbrook (CRD# 1968646) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 34 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.
Jeff Hood (CRD# 6493851) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in San Luis Obispo, CA and has over 8 years of experience in the finance industry.
Tawnee Hosick (CRD# 3131515) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Jay Hutchcraft (CRD# 5140021) is an Investment Advisor Representative working at Morgan Stanley in San Luis Obispo, CA and has over 17 years of experience in the finance industry.
Kurt Jackson (CRD# 2913769) is an Investment Advisor Representative working at Commonwealth Financial Network in San Luis Obispo, CA and has over 26 years of experience in the finance industry. Kurt Jackson 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 Jussila (CRD# 1189010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.
Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Luke Kittinger 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 Klipfel (CRD# 5220694) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 16 years of experience in the finance industry.