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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.
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 8 years of experience in the finance industry.
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative...
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.