-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jae Kim (CRD# 5004453) is an Investment Advisor Representative working at Cyclus Wealth Management in Fresno, CA and has over 10 years of experience in the finance industry.
Hyun Soo Lee (CRD# 5890771) is an Investment Advisor Representative working at Taylor Advisory Group in Fresno, CA and has over 12 years of experience in the finance industry.
Albert Linker (CRD# 1918037) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 32 years of experience in the finance industry.
Timothy Lourenco (CRD# 6075802) is an Investment Advisor Representative working at The Foundation Wealth Management, LLC in Fresno, CA and has over 11 years of experience in the finance industry.
Marie Loyd (CRD# 5518418) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 15 years of experience in the finance industry.
Michael Lund (CRD# 2085711) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 33 years of experience in the finance industry.
Edward Macha (CRD# 5440155) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 16 years of experience in the finance industry.
Russell Maltes (CRD# 4304383) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 23 years of experience in the finance industry. Russell Maltes 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.
Michael Manjarrez (CRD# 6105145) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry. Michael Manjarrez 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.
Thomas Marsella (CRD# 320583) is an Investment Advisor Representative working at Earnings Investment Company in Fresno, CA and has over 37 years of experience in the finance industry.