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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
Bryan Plumley (CRD# 3071086) is an Investment Advisor Representative working at Edward Jones in Arcata, CA and has over 25 years of experience in the finance industry.
Charles Ross (CRD# 873558) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 43 years of experience in the finance industry. Charles Ross 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.
Matthew Shiney (CRD# 6291346) is an Investment Advisor Representative working at Edward Jones in Arcata, CA and has over 10 years of experience in the finance industry.
Asa Shively (CRD# 5775143) is an Investment Advisor Representative working at Edward Jones in Eureka, CA and has over 13 years of experience in the finance industry.
Carla Simpson (CRD# 4805864) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 17 years of experience in the finance industry.
Jeremy Sorci (CRD# 6128429) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 11 years of experience in the finance industry.
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.