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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
Marie Loyd (CRD# 5518418) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 15 years of experience in the finance industry.
Michael Lund (CRD# 2085711) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 33 years of experience in the finance industry.
Mark Macedo (CRD# 4620950) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fresno, CA and has over 14 years of experience in the finance industry.
Russell Maltes (CRD# 4304383) is an Investment Advisor Representative working at Regency Investment Advisors Inc. in Fresno, CA and has over 23 years of experience in the finance industry. Russell Maltes 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.
Michael Manjarrez (CRD# 6105145) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry. Michael Manjarrez 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.
Stephen Mar (CRD# 1295710) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 39 years of experience in the finance industry. Stephen Mar 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.
Thomas Marsella (CRD# 320583) is an Investment Advisor Representative working at Earnings Investment Company in Fresno, CA and has over 37 years of experience in the finance industry.
Richard Martin (CRD# 1276118) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 31 years of experience in the finance industry.
Jarrod Martinez (CRD# 2537376) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fresno, CA and has over 29 years of experience in the finance industry.
Sean Mason (CRD# 6397859) is an Investment Advisor Representative working at Motiv8 Investments LLC in Fresno, CA and has over 9 years of experience in the finance industry.