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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
Timothy Burkhart (CRD# 3105166) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
Daniel Bushey (CRD# 3070352) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
David Casparian (CRD# 1008091) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 41 years of experience in the finance industry.
Joe Chin (CRD# 714462) is an Investment Advisor Representative working at Plan Financial in Fresno, CA and has 1 year of experience in the finance industry.
Christopher Conner (CRD# 3220459) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fresno, CA and has over 23 years of experience in the finance industry. Christopher Conner 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.
Nick Cozzone (CRD# 4404781) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 22 years of experience in the finance industry.
Christopher Davis (CRD# 3016367) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
Donald Debernardi (CRD# 4929196) is an Investment Advisor Representative working at Sierra Asset Management in Oakhurst, CA and has 1 year of experience in the finance industry. Donald Debernardi 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.
Joshua Demedeiros (CRD# 4606359) 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.
Timothy Dodd (CRD# 5264580) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 16 years of experience in the finance industry.