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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
Lee Michael Murphy (CRD# 5852214) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morgan Hill, CA and has over 12 years of experience in the finance industry.
John Musni (CRD# 2544409) is an Investment Advisor Representative working at Edward Jones in Salinas, CA and has over 29 years of experience in the finance industry.
Mary Myles (CRD# 1956098) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 34 years of experience in the finance industry.
Duane Nack (CRD# 1503436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 33 years of experience in the finance industry.
Larry Nelson (CRD# 2275834) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 31 years of experience in the finance industry.
Kevin Newhouse (CRD# 5739473) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Watsonville, CA and has over 12 years of experience in the finance industry.
Daniel Newquist (CRD# 3151447) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry. Daniel Newquist 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.
Jeffrey Orth (CRD# 3160919) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Gilroy, CA and has over 25 years of experience in the finance industry.
Marisa Otto (CRD# 4596581) is an Investment Advisor Representative working at Edward Jones in Morgan Hill, CA and has over 21 years of experience in the finance industry.
Deni Patton (CRD# 1174248) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salinas, CA and has over 38 years of experience in the finance industry.