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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
John Lee (CRD# 4681994) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 20 years of experience in the finance industry.
Gene Lenfest (CRD# 2945201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Modesto, CA and has over 26 years of experience in the finance industry.
Matthew Lewis (CRD# 4210461) is an Investment Advisor Representative working at Techview Wealth Advisors LLC in Denair, CA and has over 8 years of experience in the finance industry.
Richard Lewis (CRD# 1181837) is an Investment Advisor Representative working at Eagle Strategies LLC in Modesto, CA and has over 28 years of experience in the finance industry. Richard Lewis 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.
Tammy Littlefield (CRD# 4946662) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Scott Macdonald (CRD# 1707154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 36 years of experience in the finance industry.
Caleb Maher (CRD# 5529302) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Asma Mahmood (CRD# 4304177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 23 years of experience in the finance industry.
Michele McCall (CRD# 4712329) is an Investment Advisor Representative working at Edward Jones in Modesto, CA and has over 20 years of experience in the finance industry.
Robert McCoy (CRD# 5631104) is an Investment Advisor Representative working at Edward Jones in Modesto, CA and has over 15 years of experience in the finance industry.