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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
Randy Long (CRD# 1161624) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 40 years of experience in the finance industry. Randy Long 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.
Francisco Lopez-Wernick (CRD# 6760042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 6 years of experience in the finance industry.
Ryan Louie (CRD# 4435975) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 19 years of experience in the finance industry. Ryan Louie 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.
Mark Macedo (CRD# 4620950) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 13 years of experience in the finance industry.
Jarrod Martinez (CRD# 2537376) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fresno, CA and has over 29 years of experience in the finance industry.
Sean Mason (CRD# 6397859) is an Investment Advisor Representative working at Motiv8 Investments LLC in Fresno, CA and has over 9 years of experience in the finance industry.
Nicholas Maxwell (CRD# 5391390) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 16 years of experience in the finance industry.
Patricia Merlo (CRD# 2968690) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 25 years of experience in the finance industry.
Marty Mitts (CRD# 2041879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 28 years of experience in the finance industry.
Providencia Mordan (CRD# 5854740) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 7 years of experience in the finance industry.