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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
Richard Martin (CRD# 1276118) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 31 years of experience in the finance industry.
John McAuliffe (CRD# 711630) is an Investment Advisor Representative working at Mcauliffe Capital Management in Fresno, CA and has over 41 years of experience in the finance industry.
Jennifer McDougal (CRD# 5083626) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fresno, CA and has over 17 years of experience in the finance industry.
Andrew McFadden (CRD# 5496210) is an Investment Advisor Representative working at Panoramic Financial Advice in Fresno, CA and has over 11 years of experience in the finance industry. Andrew McFadden 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.
Lynnette McGill-Koehn (CRD# 5537007) is an Investment Advisor Representative working at Lpl Financial LLC in Merced, CA and has over 15 years of experience in the finance industry.
Wilbert McZeal (CRD# 873069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 31 years of experience in the finance industry. Wilbert McZeal 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.
Matthew Merzoian (CRD# 2301645) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 31 years of experience in the finance industry.
Dwayne Michael (CRD# 861108) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 40 years of experience in the finance industry. Dwayne Michael 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.
Emlen Miles-Mattingly (CRD# 5025097) is an Investment Advisor Representative working at Gen Next Wealth, Inc. in Madera, CA and has over 18 years of experience in the finance industry.
Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 15 years of experience in the finance industry. Tina Mistry 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.