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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
Patrick Ryan (CRD# 5910332) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 12 years of experience in the finance industry.
Kevin Schneider (CRD# 860086) is an Investment Advisor Representative working at Bfc Planning, Inc. in Stockton, CA and has over 33 years of experience in the finance industry.
Jill Sidman (CRD# 4240750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 17 years of experience in the finance industry.
Jeremy Silcox (CRD# 4364883) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Brian Soon (CRD# 3058985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 25 years of experience in the finance industry.
Steven Spurgeon (CRD# 1259254) is an Investment Advisor Representative working at Spurgeon Financial Group in Stockton, CA and has 1 year of experience in the finance industry.
Athena Stone (CRD# 5267346) is an Investment Advisor Representative working at Attentive Investments, LLC in Stockton, CA and has over 16 years of experience in the finance industry.
Mark Stroup (CRD# 5094126) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 18 years of experience in the finance industry.
Larry Swanson (CRD# 851659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 40 years of experience in the finance industry.
Michael Talley (CRD# 4452701) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 22 years of experience in the finance industry.