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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
Christine Womack (CRD# 2698503) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pismo Beach, CA and has over 27 years of experience in the finance industry.
Jeffery Wrench (CRD# 1990984) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pismo Beach, CA and has over 32 years of experience in the finance industry.
Peter Patag (CRD# 7152661) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pismo Beach, CA and has 1 year of experience in the finance industry.
Robert Railsback (CRD# 6310555) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pismo Beach, CA and has over 10 years of experience in the finance industry.
Jose Rivas (CRD# 5317666) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pismo Beach, CA and has over 15 years of experience in the finance industry.
Bruce Altheide (CRD# 1633454) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 37 years of experience in the finance industry. Bruce Altheide 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.
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.
Janet Avedisian (CRD# 4781575) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arroyo Grande, CA and has over 19 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.
Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry. Trent Benedetti 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.