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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
William Symons (CRD# 3022068) is an Investment Advisor Representative working at Eureka Financial Planners, LLC in Eureka, CA and has over 26 years of experience in the finance industry. William Symons 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.
Amy Taylor (CRD# 5511182) is an Investment Advisor Representative working at Lpl Financial LLC in Arcata, CA and has over 13 years of experience in the finance industry.
Ginger Weber (CRD# 2975033) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 26 years of experience in the finance industry.
Dax Williamson (CRD# 2736690) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Eureka, CA and has over 27 years of experience in the finance industry.
Herbert Wood (CRD# 2934722) is an Investment Advisor Representative working at Edward Jones in Fortuna, CA and has over 26 years of experience in the finance industry.
Phoenix Arnold (CRD# 7834534) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has 1 year of experience in the finance industry.
Lisa Fryrear (CRD# 6000946) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eureka, CA and has over 12 years of experience in the finance industry.
Karen Houseworth (CRD# 6579453) is an Investment Advisor Representative working at Edward Jones in Fortuna, CA and has 1 year of experience in the finance industry.
Zachery Hugh (CRD# 7700298) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fortuna, CA and has 1 year of experience in the finance industry.
Mary Mizera (CRD# 7848363) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has 1 year of experience in the finance industry.