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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
Stephen Moses (CRD# 2230909) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
Donald Mullin (CRD# 3133548) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Shawn Murphy (CRD# 5587582) is an Investment Advisor Representative working at Right Brain Money in San Luis Obispo, CA and has over 14 years of experience in the finance industry. Shawn Murphy 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.
Michele Muse (CRD# 1259990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
Tahira Neal (CRD# 4177377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Sean Newsom (CRD# 4176993) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry.
David Nilsen (CRD# 2524319) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Ryan Olson (CRD# 4896790) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Ryan earned his MBA in financial planning from Indiana Wesleyan University in 2016. He 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 putclients'...