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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
Daren Friedle (CRD# 2048760) is an Investment Advisor Representative working at Lpl Financial LLC in Templeton, CA and has over 33 years of experience in the finance industry.
David Gaddis (CRD# 4423703) is an Investment Advisor Representative working at Edward Jones in Pismo Beach, CA and has over 22 years of experience in the finance industry.
Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 26 years of experience in the finance industry. Robert Garcia 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.
Deborah Garza (CRD# 2544045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Peter Giannini (CRD# 4584734) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
Randall Giorgi (CRD# 1403544) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 12 years of experience in the finance industry. Randall Giorgi 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.
Bradley Goodwin (CRD# 2543519) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Ryan Gorski (CRD# 6327664) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.
James Haack (CRD# 4568146) is an Investment Advisor Representative working at Edward Jones in San Luis Obispo, CA and has over 21 years of experience in the finance industry.
Eric Hallin (CRD# 5830621) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has over 13 years of experience in the finance industry.