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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
Robert Hiltz (CRD# 2536210) is an Investment Advisor Representative working at Lewis Financial, LLC in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Thomas Holbrook (CRD# 1968646) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 34 years of experience in the finance industry.
Edward Hollett (CRD# 726835) is an Investment Advisor Representative working at Independent Financial Group, LLC in Pismo Beach, CA and has over 30 years of experience in the finance industry.
Jeff Hood (CRD# 6493851) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in San Luis Obispo, CA and has over 8 years of experience in the finance industry.
Tawnee Hosick (CRD# 3131515) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Todd Huebler (CRD# 5508575) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Arroyo Grande, CA and has over 15 years of experience in the finance industry.
Kelly Hunziker (CRD# 1958756) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 27 years of experience in the finance industry. Kelly Hunziker 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.
Jay Hutchcraft (CRD# 5140021) is an Investment Advisor Representative working at Morgan Stanley in San Luis Obispo, CA and has over 17 years of experience in the finance industry.
Dennis Jackson (CRD# 4232187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grover Beach, CA and has over 23 years of experience in the finance industry.
James Jackson (CRD# 5304630) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grover Beach, CA and has over 16 years of experience in the finance industry.