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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
Neil Thom (CRD# 1372954) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 38 years of experience in the finance industry.
Patricia Thom (CRD# 1192935) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Todd Thomas (CRD# 2128747) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Mark Thompson (CRD# 4432497) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Deirdre Torres (CRD# 5361708) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 12 years of experience in the finance industry.
Michael Vidal (CRD# 4995399) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 16 years of experience in the finance industry. Michael Vidal 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.
Mitchell Wallace (CRD# 5043040) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 18 years of experience in the finance industry. Mitchell Wallace 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.
Joan Wenglikowski (CRD# 5488497) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry. Joan Wenglikowski 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.
Sandra Wheeler (CRD# 2210090) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
David Whitcher (CRD# 4151621) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry.