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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
Ashley Eckles (CRD# 7708698) is an Investment Advisor Representative working at Cs Planning Corp in Paso Robles, CA and has 1 year of experience in the finance industry.
Chloe Feingold (CRD# 7806912) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has 1 year of experience in the finance industry.
Jacquelyn Hayes (CRD# 7528629) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has 1 year of experience in the finance industry.
John Kirkgard (CRD# 2180512) is an Investment Advisor Representative working at J. Dyhr Capital in Paso Robles, CA and has over 32 years of experience in the finance industry.
Conner Sandman (CRD# 7151856) is an Investment Advisor Representative working at Edward Jones in Paso Robles, CA and has over 4 years of experience in the finance industry.
Joel Askew (CRD# 6342307) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Rasheem Banks (CRD# 6095912) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Rasheem Banks 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.
Jeremy Becker (CRD# 4870401) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 19 years of experience in the finance industry.
Paul Bianchi (CRD# 2869570) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
Sam Blakeslee (CRD# 2575749) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Sam Blakeslee 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.