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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
Bradley Johnson (CRD# 3126357) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Bradley Johnson 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.
Derek Johnson (CRD# 6514264) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 5 years of experience in the finance industry. Derek Johnson 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.
Kevin Jussila (CRD# 1189010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Lynn Kaloian (CRD# 5569755) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arroyo Grande, CA and has over 15 years of experience in the finance industry.
Cindy Kelley (CRD# 2651522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 28 years of experience in the finance industry.
Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.
William Kimball (CRD# 6861276) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Templeton, CA and has 1 year of experience in the finance industry.
Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Luke Kittinger 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.
Andrea Klipfel (CRD# 4618630) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 21 years of experience in the finance industry.
Kevin Klipfel (CRD# 5220694) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 16 years of experience in the finance industry.