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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
Joseph Morgan (CRD# 2822025) is an Investment Advisor Representative working at Cwm, LLC in Dinuba, CA and has over 27 years of experience in the finance industry. Joseph Morgan 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.
Blake Nino (CRD# 5339927) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 16 years of experience in the finance industry.
Teresa Nino (CRD# 4311978) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 23 years of experience in the finance industry. Teresa Nino 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.
Jaison Norton (CRD# 6668887) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Three Rivers, CA and has over 7 years of experience in the finance industry.
Luka Pavlina (CRD# 4945465) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Kingsburg, CA and has over 17 years of experience in the finance industry. Luka Pavlina 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.
Ian Perales (CRD# 5830676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Marc Scott (CRD# 4211046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clovis, CA and has over 23 years of experience in the finance industry.
Kurt Sieve (CRD# 3016050) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clovis, CA and has over 23 years of experience in the finance industry.
Todd Sorensen (CRD# 2408435) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Reedley, CA and has over 30 years of experience in the finance industry.
Joseph Tooley (CRD# 6795186) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has over 6 years of experience in the finance industry.