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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
Matthew Donner (CRD# 5894777) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 12 years of experience in the finance industry.
Daniel Downard (CRD# 6627384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chico, CA and has over 7 years of experience in the finance industry.
Guerdon Ely (CRD# 1198844) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Chico, CA and has 1 year of experience in the finance industry. Guerdon Ely 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.
For more than 25 years, Matt has helped to shape the well-being of others by providing seasoned guidance and solutions centered on prudent fiduciary practices. Matt's conflict-free commitment to the people he serves isn't about investment returns or the sale of a product - it's about quality of life. It's about making dreams real. It's about making life more.
There’s a lot of noise in the world today, things can be complex, and a large number of firms just want in your pocketbook. That’s why Matt has built an advisory practice that doesn’t sell any products, only advice and coaching to help...
Ronald Etzler (CRD# 202661) is an Investment Advisor Representative working at Next Financial Group, Inc. in Red Bluff, CA and has over 30 years of experience in the finance industry.
Eric Frey (CRD# 2162956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Bluff, CA and has over 32 years of experience in the finance industry.
Dana Funk (CRD# 846751) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chico, CA and has over 24 years of experience in the finance industry.
Joseph Greco (CRD# 5075230) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 18 years of experience in the finance industry.
David Green (CRD# 5470617) is an Investment Advisor Representative working at Edward Jones in Chico, CA and has over 16 years of experience in the finance industry.
Hailey Green (CRD# 6460066) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 6 years of experience in the finance industry.