-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Arlie Rogers (CRD# 2697104) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 13 years of experience in the finance industry.
Brahm Rossiter (CRD# 2995375) is an Investment Advisor Representative working at Lpl Financial LLC in Lemoore, CA and has over 24 years of experience in the finance industry.
Richard Roush (CRD# 1103950) is an Investment Advisor Representative working at Roush Investment Group in Fresno, CA and has over 33 years experience in the finance industry and wealth management. Richard is an expert in 401k plan design and investment management.
Josh Rummonds (CRD# 6638184) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Fresno, CA and has over 7 years of experience in the finance industry.
Mark Ruof (CRD# 1111871) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 40 years of experience in the finance industry. Mark Ruof 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.
Yvonne Sanchez (CRD# 5027574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 18 years of experience in the finance industry.
Marcus Sasaki (CRD# 6638996) is an Investment Advisor Representative working at Lpl Financial LLC in Lemoore, CA and has over 5 years of experience in the finance industry.
Melaney Shaum (CRD# 4067225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 24 years of experience in the finance industry.
Mark Shepherd (CRD# 2842643) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fresno, CA and has over 27 years of experience in the finance industry.
Eric Simonians (CRD# 5088748) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 17 years of experience in the finance industry. Eric Simonians 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.