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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
Mason Marshburn (CRD# 6775088) is an Investment Advisor Representative working at Next Financial Group, Inc. in Chico, CA and has over 2 years of experience in the finance industry.
Matthew Mason (CRD# 6696304) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 7 years of experience in the finance industry. Matthew Mason 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.
Daniel Mauldin (CRD# 7231018) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chico, CA and has over 3 years of experience in the finance industry.
Dylan Mull (CRD# 6801861) is an Investment Advisor Representative working at Edward Jones in Chico, CA and has over 6 years of experience in the finance industry.
Erynn Nelson (CRD# 7641637) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chico, CA and has 1 year of experience in the finance industry.
John O'hara (CRD# 7082826) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 3 years of experience in the finance industry.
Davis Rich (CRD# 7379461) is an Investment Advisor Representative working at Fermata Advisors in Chico, CA and has 1 year of experience in the finance industry.
Eduardo Rodriguez (CRD# 7396579) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chico, CA and has 1 year of experience in the finance industry.
Ashlyn Rollins-Koons (CRD# 6532408) is an Investment Advisor Representative working at Next Financial Group, Inc. in Chico, CA and has over 3 years of experience in the finance industry. Ashlyn Rollins-Koons 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.
Adam Siler (CRD# 6778280) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 6 years of experience in the finance industry.