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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
John Cooper (CRD# 6366459) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Visalia, CA and has over 9 years of experience in the finance industry.
Shani Crookshanks (CRD# 7022280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 5 years of experience in the finance industry.
Donald Dejonge (CRD# 5270653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 16 years of experience in the finance industry.
Jason Egli (CRD# 4119797) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 24 years of experience in the finance industry. Jason Egli 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.
Gregory Enloe (CRD# 6640443) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Kingsburg, CA and has over 7 years of experience in the finance industry.
Igor Ferreira (CRD# 6194025) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 10 years of experience in the finance industry. Igor Ferreira 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.
Reginald Findley (CRD# 4293098) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dinuba, CA and has over 23 years of experience in the finance industry. Reginald Findley 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.
Patricia Flores (CRD# 5830800) is an Investment Advisor Representative working at Mutual Advisors, LLC in Visalia, CA and has over 12 years of experience in the finance industry.
Jesus Garcia (CRD# 6900947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 5 years of experience in the finance industry.
Bruce Geiger (CRD# 1591606) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 18 years of experience in the finance industry.