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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
Igor Ferreira (CRD# 6194025) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 10 years of experience in the finance industry. Igor Ferreira 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.
Reginald Findley (CRD# 4293098) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dinuba, CA and has over 23 years of experience in the finance industry. Reginald Findley 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.
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.
Bryce Harris (CRD# 6927662) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 5 years of experience in the finance industry. Bryce Harris 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.
Scott Heron (CRD# 2031300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 33 years of experience in the finance industry. Scott Heron 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.
Grant Kincade (CRD# 5669765) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 14 years of experience in the finance industry. Grant Kincade 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.
Marc Lippincott (CRD# 3253234) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 24 years of experience in the finance industry. Marc Lippincott 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.
Tim Lippincott (CRD# 5188975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulare, CA and has over 16 years of experience in the finance industry.
Randy Long (CRD# 1161624) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 40 years of experience in the finance industry. Randy Long 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.
Ryan Moll (CRD# 3168679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Selma, CA and has over 25 years of experience in the finance industry.