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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
Francoise Crandell (CRD# 4777896) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 19 years of experience in the finance industry.
Daniel Dixon (CRD# 6980624) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 5 years of experience in the finance industry.
Benjamin Ebert (CRD# 5810899) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has over 14 years of experience in the finance industry.
Alan Foley (CRD# 2091872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eureka, CA and has over 33 years of experience in the finance industry. Alan Foley 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.
John Gloor (CRD# 1571556) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 37 years of experience in the finance industry.
Mark Gorge (CRD# 2447392) is an Investment Advisor Representative working at Lpl Financial LLC in Eureka, CA and has over 29 years of experience in the finance industry.
Kenneth Houldsworth (CRD# 1755879) is an Investment Advisor Representative working at Lpl Financial LLC in Arcata, CA and has over 30 years of experience in the finance industry. Kenneth Houldsworth 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.
Aaron Karr (CRD# 2339062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eureka, CA and has over 8 years of experience in the finance industry.
Laura Middlemiss (CRD# 6179014) is an Investment Advisor Representative working at Edward Jones in Eureka, CA and has over 10 years of experience in the finance industry.
Michael Munson (CRD# 2744495) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 27 years of experience in the finance industry.