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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
Joseph Morgan (CRD# 2822025) is an Investment Advisor Representative working at Cwm, LLC in Dinuba, CA and has over 27 years of experience in the finance industry. Joseph Morgan 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.
Aubry Nakata (CRD# 5440332) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 6 years of experience in the finance industry.
Robert Naugle (CRD# 7059388) is an Investment Advisor Representative working at Ngl Financial in Visalia, CA and has over 5 years of experience in the finance industry.
Blake Nino (CRD# 5339927) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 16 years of experience in the finance industry.
Teresa Nino (CRD# 4311978) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 23 years of experience in the finance industry. Teresa Nino 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.
Luka Pavlina (CRD# 4945465) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Kingsburg, CA and has over 17 years of experience in the finance industry. Luka Pavlina 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.
Monica Peterson (CRD# 4197872) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Visalia, CA and has over 23 years of experience in the finance industry.
Mihai Petrascu (CRD# 6217044) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Visalia, CA and has over 10 years of experience in the finance industry.
Kevil Quinley (CRD# 4310129) is an Investment Advisor Representative working at Quinley Stewardship LLC in Visalia, CA and has over 23 years of experience in the finance industry.
Douglas Ruby (CRD# 1650959) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 20 years of experience in the finance industry.