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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
Max Miracle (CRD# 1634769) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 36 years of experience in the finance industry.
Richard Mootz (CRD# 3226386) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chico, CA and has over 24 years of experience in the finance industry. Richard Mootz 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.
Eric Moxon (CRD# 3076291) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 25 years of experience in the finance industry.
Timothy Murphy (CRD# 4786740) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Chico, CA and has over 19 years of experience in the finance industry.
Kevin Murray (CRD# 2404155) is an Investment Advisor Representative working at Murray Financial Services, Inc. in Chico, CA and has over 30 years of experience in the finance industry.
David Neilsen (CRD# 5527987) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oroville, CA and has over 15 years of experience in the finance industry.
Anna Nelson (CRD# 5019421) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Chico, CA and has over 17 years of experience in the finance industry.
Gregory Nelson (CRD# 6857367) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 6 years of experience in the finance industry. Gregory Nelson 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 Nelson (CRD# 1695193) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 36 years of experience in the finance industry.
Timothy O'connell (CRD# 2690969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 28 years of experience in the finance industry.