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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
Michael Metzger (CRD# 5984328) is an Investment Advisor Representative working at Lifepoint Financial Design in Salt Lake City, UT and has over 12 years of experience in the finance industry. Michael Metzger 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.
Cheryl Millard (CRD# 1088719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
Kyran Million (CRD# 6918397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Jerry Mirolla (CRD# 6136304) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
Stephen Moses (CRD# 2230909) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 32 years of experience in the finance industry.
Donald Mullin (CRD# 3133548) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Michele Muse (CRD# 1259990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
Sean Newsom (CRD# 4176993) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Jacob Nichols (CRD# 5918813) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morro Bay, CA and has over 12 years of experience in the finance industry.