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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
Steven Leoni (CRD# 2749184) is an Investment Advisor Representative working at Equitable Advisors, LLC in Visalia, CA and has over 27 years of experience in the finance industry.
Robert Linderman (CRD# 2162289) is an Investment Advisor Representative working at Mutual Advisors, LLC in Visalia, CA and has over 32 years of experience in the finance industry.
Marc Lippincott (CRD# 3253234) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 24 years of experience in the finance industry. Marc Lippincott 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.
Michelle Lippincott (CRD# 4762656) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 9 years of experience in the finance industry.
Tim Lippincott (CRD# 5188975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulare, CA and has over 16 years of experience in the finance industry.
Janet Martinusen (CRD# 1769867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 24 years of experience in the finance industry.
Manuel Mendonca (CRD# 2749217) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 27 years of experience in the finance industry.
Ryan Moll (CRD# 3168679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 25 years of experience in the finance industry.
Juelmarie Morgan (CRD# 1739499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 26 years of experience in the finance industry.
Nicholas Morgan (CRD# 6008865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 11 years of experience in the finance industry.