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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
Katelyn Hunter (CRD# 7117080) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Laura Ingels (CRD# 5075862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 4 years of experience in the finance industry.
Melissa Jane (CRD# 7250255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 3 years of experience in the finance industry.
Beth Kirkland (CRD# 2626186) is an Investment Advisor Representative working at Wells Fargo Advisors in San Luis Obispo, CA and has over 27 years of experience in the finance industry.
Emery Luper (CRD# 7091746) is an Investment Advisor Representative working at Edward Jones in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Luke Painter (CRD# 7529598) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Spencer Rhode (CRD# 7527451) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
Catherine Riedstra (CRD# 7837236) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Nicholas Scott (CRD# 6552440) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 8 years of experience in the finance industry.
Michael Smith (CRD# 6528089) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Luis Obispo, CA and has over 8 years of experience in the finance industry.