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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
Alec Lance (CRD# 5351567) is an Investment Advisor Representative working at West Coast Financial, LLC in Avila Beach, CA and has 1 year of experience in the finance industry.
Brent Larsen (CRD# 1986785) is an Investment Advisor Representative working at Avantax Advisory Services in Vandenberg Village, CA and has over 33 years of experience in the finance industry. Brent Larsen 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.
Jefferson Ledgerwood (CRD# 5856751) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 12 years of experience in the finance industry.
Michael Leeder (CRD# 4904746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 19 years of experience in the finance industry.
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 14 years of experience in the finance industry.
Wyatt Lewis (CRD# 4665596) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Scott Mac Cormac (CRD# 6615489) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 7 years of experience in the finance industry.
David Madanat (CRD# 6883278) is an Investment Advisor Representative working at Madanat Financial Services in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
Sean Maguire (CRD# 6235024) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 7 years of experience in the finance industry.
Stephen Maguire (CRD# 317095) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 16 years of experience in the finance industry.