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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
Patrick Pillsbury (CRD# 1073794) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Chico, CA and has over 24 years of experience in the finance industry.
Devin Potter (CRD# 5394235) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 16 years of experience in the finance industry. Devin Potter 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.
Susan Rea (CRD# 866863) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 37 years of experience in the finance industry.
Lisa Rodriguez (CRD# 5563610) is an Investment Advisor Representative working at Edward Jones in Oroville, CA and has over 15 years of experience in the finance industry.
Rodney Rollins (CRD# 2855272) is an Investment Advisor Representative working at Next Financial Group, Inc. in Chico, CA and has over 24 years of experience in the finance industry.
John Roney (CRD# 1441472) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 38 years of experience in the finance industry.
Deborah Rossi (CRD# 1985208) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 33 years of experience in the finance industry.
Michael Sanford (CRD# 2563678) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 29 years of experience in the finance industry.
John Second (CRD# 1256727) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 39 years of experience in the finance industry.
Brian Seva (CRD# 5374328) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 16 years of experience in the finance industry.