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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
James Jackson (CRD# 5304630) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grover Beach, CA and has over 16 years of experience in the finance industry.
Carey James (CRD# 1420763) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 32 years of experience in the finance industry.
Diane James (CRD# 2134279) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 32 years of experience in the finance industry.
Jaquelyn James (CRD# 6308082) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 8 years of experience in the finance industry.
Bradley Johnson (CRD# 3126357) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Bradley Johnson 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.
Derek Johnson (CRD# 6514264) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 5 years of experience in the finance industry. Derek Johnson 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.
Lynn Kaloian (CRD# 5569755) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arroyo Grande, CA and has over 15 years of experience in the finance industry.
Cindy Kelley (CRD# 2651522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 28 years of experience in the finance industry.
Daniel Korth (CRD# 2308456) is an Investment Advisor Representative working at Truvestments Capital LLC in Arroyo Grande, CA and has over 31 years of experience in the finance industry.