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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
Brian Ullrich (CRD# 4263807) is an Investment Advisor Representative working at Commonwealth Financial Network in Modesto, CA and has over 23 years of experience in the finance industry. Brian Ullrich 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.
Nathaniel Vieira (CRD# 6390354) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 9 years of experience in the finance industry.
Emily Vierra (CRD# 5470059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 10 years of experience in the finance industry.
Chad Webster (CRD# 5493951) is an Investment Advisor Representative working at Lpl Financial LLC in Patterson, CA and has over 15 years of experience in the finance industry.
Ryan Wilson (CRD# 6499371) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 7 years of experience in the finance industry.
Andrew Wolf (CRD# 6145046) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 8 years of experience in the finance industry.
David Wong (CRD# 2350036) is an Investment Advisor Representative working at Arrowhead Wealth Management Corp. in Modesto, CA and has over 30 years of experience in the finance industry.
Christine Zhong (CRD# 4408103) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 22 years of experience in the finance industry.
Linda Ruby Aguayo (CRD# 6937038) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 3 years of experience in the finance industry.
Alexander Aliaga Auqui (CRD# 7462605) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Modesto, CA and has over 2 years of experience in the finance industry.