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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
Cale Kunkle (CRD# 6567889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
David La Rue (CRD# 5746583) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Atascadero, CA and has over 14 years of experience in the finance industry.
Alec Lance (CRD# 5351567) is an Investment Advisor Representative working at West Coast Financial, LLC in Avila Beach, CA and has 1 year of experience in the finance industry.
Jefferson Ledgerwood (CRD# 5856751) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 12 years of experience in the finance industry.
Michael Leeder (CRD# 4904746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 19 years of experience in the finance industry.
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 14 years of experience in the finance industry.
Wyatt Lewis (CRD# 4665596) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Scott Mac Cormac (CRD# 6615489) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 7 years of experience in the finance industry.
David Madanat (CRD# 6883278) is an Investment Advisor Representative working at Madanat Financial Services in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
Sean Maguire (CRD# 6235024) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 7 years of experience in the finance industry.