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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
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 14 years of experience in the finance industry.
Wyatt Lewis (CRD# 4665596) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Scott Mac Cormac (CRD# 6615489) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 7 years of experience in the finance industry.
David Madanat (CRD# 6883278) is an Investment Advisor Representative working at Madanat Financial Services in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
Eric Maldonado (CRD# 5908854) is an Investment Advisor Representative working at Aquila Wealth Advisors in San Luis Obispo, CA and has over 12 years of experience in the finance industry. Eric Maldonado 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.
Norman McGill (CRD# 5879422) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Norman McGill 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.
Lyle Meek (CRD# 1214477) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Cheryl Millard (CRD# 1088719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
Kyran Million (CRD# 6918397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 5 years of experience in the finance industry.