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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
Jeff Showers (CRD# 1305916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 39 years of experience in the finance industry.
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 17 years of experience in the finance industry. Helen Sipsas 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.
Ralph Slocum (CRD# 1720314) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 36 years of experience in the finance industry.
Coby Snyder (CRD# 6999762) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Daniel Speirs (CRD# 2170094) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Stacey Stanek-Byars (CRD# 4151750) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 17 years of experience in the finance industry.
Michael Stenvall (CRD# 1292991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 39 years of experience in the finance industry.
Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at Burkart & Stevens Wealth Management in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in San Luis Obispo, CA and has over 15 years of experience in the finance industry.
Monte Teneyck (CRD# 2591029) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 28 years of experience in the finance industry.