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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
Sean Newsom (CRD# 4176993) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Jacob Nichols (CRD# 5918813) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morro Bay, CA and has over 12 years of experience in the finance industry.
Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry.
David Nilsen (CRD# 2524319) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Ryan Olson (CRD# 4896790) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Ryan earned his MBA in financial planning from Indiana Wesleyan University in 2016. He 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 putclients'...
Matthew Oppedahl (CRD# 4222638) is an Investment Advisor Representative working at Edward Jones in Templeton, CA and has over 23 years of experience in the finance industry.
Thomas Paine (CRD# 2285372) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 31 years of experience in the finance industry.
Nelson Pamplona (CRD# 6952618) is an Investment Advisor Representative working at Edward Jones in Morro Bay, CA and has over 5 years of experience in the finance industry.
Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 years of experience in the finance industry.