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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
Jeremy Becker (CRD# 4870401) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 19 years of experience in the finance industry.
Daren Friedle (CRD# 2048760) is an Investment Advisor Representative working at Lpl Financial LLC in Templeton, CA and has over 33 years of experience in the finance industry.
Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 26 years of experience in the finance industry. Robert Garcia 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.
Carolyn Herzog (CRD# 4159202) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has 1 year of experience in the finance industry. Carolyn Herzog 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.
Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.
William Kimball (CRD# 6861276) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Templeton, CA and has 1 year of experience in the finance industry.
Matthew Oppedahl (CRD# 4222638) is an Investment Advisor Representative working at Edward Jones in Templeton, CA and has over 23 years of experience in the finance industry.
Michael Thomas (CRD# 2186146) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Templeton, CA and has over 31 years of experience in the finance industry.
Alison Venn (CRD# 6306803) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 7 years of experience in the finance industry. Alison Venn 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.
Jeffery Welch (CRD# 1624759) is an Investment Advisor Representative working at Jeffery C. Welch And Associates, Inc. in Templeton, CA and has over 37 years of experience in the finance industry.