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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
Lance Parker (CRD# 2499638) is an Investment Advisor Representative working at Lance Parker Wealth Management in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Richard Peterson (CRD# 2948874) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Luis Obispo, CA and has over 26 years of experience in the finance industry.
Jon Pollock (CRD# 4352315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Donald Ramirez (CRD# 2622554) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Donald Ramirez 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.
Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry. Kristin Rasmussen 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.
William Rasmussen (CRD# 5347540) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 16 years of experience in the finance industry.
Sandra Sailer (CRD# 1350700) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 38 years of experience in the finance industry.
Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Brooke Salvini 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.
Robert Shipe (CRD# 5896463) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Luis Obispo, CA and has over 13 years of experience in the finance industry.
Jeff Showers (CRD# 1305916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 39 years of experience in the finance industry.