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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
Frank Anderes (CRD# 1617984) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fresno, CA and has over 37 years of experience in the finance industry.
Holly Bare (CRD# 5132332) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fresno, CA and has over 17 years of experience in the finance industry.
Donald Debernardi (CRD# 4929196) is an Investment Advisor Representative working at Sierra Asset Management in Oakhurst, CA and has 1 year of experience in the finance industry. Donald Debernardi 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.
Zita Fortman (CRD# 2439591) is an Investment Advisor Representative working at Planmember Securities Corporation in Fresno, CA and has over 30 years of experience in the finance industry.
Daniel Gianopulos (CRD# 6935585) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakhurst, CA and has over 5 years of experience in the finance industry.
John Jensen (CRD# 6634740) is an Investment Advisor Representative working at Guardian Investment Services LLC in Fresno, CA and has over 8 years of experience in the finance industry.
Jae Kim (CRD# 5004453) is an Investment Advisor Representative working at Cyclus Wealth Management in Fresno, CA and has over 10 years of experience in the finance industry.
Robert Lawton (CRD# 2122905) is an Investment Advisor Representative working at Catoosa Fund Management LLC in Coarsegold, CA and has over 28 years of experience in the finance industry.
Timothy Lourenco (CRD# 6075802) is an Investment Advisor Representative working at The Foundation Wealth Management, LLC in Fresno, CA and has over 11 years of experience in the finance industry.
Marie Loyd (CRD# 5518418) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 15 years of experience in the finance industry.