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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
Zachary White (CRD# 6339910) is an Investment Advisor Representative working at Phillip B. White Company, Inc. in San Luis Obispo, CA and has over 7 years of experience in the finance industry. Zachary White 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.
Brian Wiese (CRD# 2856339) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 27 years of experience in the finance industry.
Ashley Wilken (CRD# 6951420) is an Investment Advisor Representative working at The Rice Partnership, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Ashley Wilken 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.
Matthew Wilson (CRD# 4177033) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has over 23 years of experience in the finance industry. Matthew Wilson 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.
Andrew Wright (CRD# 2609910) is an Investment Advisor Representative working at Wright Wealth Strategies, LLC in San Luis Obispo, CA and has over 28 years of experience in the finance industry.
Tricee Wright (CRD# 4919391) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 16 years of experience in the finance industry.
Brett Zimmer (CRD# 1637033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Gavin Benbrook (CRD# 7497476) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
Ashley Boone (CRD# 5310051) is an Investment Advisor Representative working at Wealthspring in San Luis Obispo, CA and has over 17 years of experience in the finance industry. Ashley Boone 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.
Christopher Bradley (CRD# 6073684) is an Investment Advisor Representative working at Mariner Independent in San Luis Obispo, CA and has 1 year of experience in the finance industry.