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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
Jerry Hallberg (CRD# 1094599) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Hanford, CA and has over 41 years of experience in the finance industry.
Susan Tackett (CRD# 3215726) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has over 24 years of experience in the finance industry.
Paul Takhar (CRD# 5727058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hanford, CA and has over 14 years of experience in the finance industry.
Julie Williams (CRD# 5710906) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hanford, CA and has over 14 years of experience in the finance industry.
Jimmy Alvarez (CRD# 6558373) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hanford, CA and has over 8 years of experience in the finance industry.
Matthew Kredit (CRD# 7528136) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hanford, CA and has 1 year of experience in the finance industry.
James Wilcox (CRD# 1134896) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Hanford, CA and has 1 year of experience in the finance industry.
Anees Akhund (CRD# 1374125) is an Investment Advisor Representative working at Principal Securities, Inc. in Visalia, CA and has over 7 years of experience in the finance industry.
Patricia Arnold (CRD# 4789253) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 19 years of experience in the finance industry.
Kimberly Choi-Lindley (CRD# 2413471) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 11 years of experience in the finance industry.