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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
Karl Preheim (CRD# 2299659) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 31 years of experience in the finance industry.
Lucas Quaccia (CRD# 4247343) is an Investment Advisor Representative working at Eagle Strategies LLC in Fresno, CA and has over 23 years of experience in the finance industry.
Timothy Quick (CRD# 3066068) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fresno, CA and has over 21 years of experience in the finance industry.
Robert Ramirez (CRD# 2874879) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fresno, CA and has over 26 years of experience in the finance industry.
Jason Rankin (CRD# 3150388) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fresno, CA and has over 19 years of experience in the finance industry. Jason Rankin 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.
Brian Regier (CRD# 3045324) is an Investment Advisor Representative working at Commonwealth Financial Network in Fresno, CA and has over 25 years of experience in the finance industry. Brian Regier 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.
Mitchell Reinhardt (CRD# 714794) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 29 years of experience in the finance industry. Mitchell Reinhardt 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.
Marilyn Rigg (CRD# 3045692) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakhurst, CA and has over 23 years of experience in the finance industry.
Robert Rockwell (CRD# 4211663) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has over 23 years of experience in the finance industry. Robert Rockwell 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.
Ryan Roloff (CRD# 4035200) is an Investment Advisor Representative working at Commonwealth Financial Network in Fresno, CA and has over 24 years of experience in the finance industry. Ryan Roloff 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.