-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Joel Askew (CRD# 6342307) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Rasheem Banks (CRD# 6095912) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 11 years of experience in the finance industry. Rasheem Banks 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.
Cindy Bergin (CRD# 2562831) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Paso Robles, CA and has over 29 years of experience in the finance industry.
Paul Bianchi (CRD# 2869570) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
Sam Blakeslee (CRD# 2575749) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Sam Blakeslee 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.
Craig Bonelli Jr. (CRD# 5601384) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Paso Robles, CA and has over 15 years of experience in the finance industry.
Jeb Brown (CRD# 2548720) is an Investment Advisor Representative working at Lpl Financial LLC in Paso Robles, CA and has over 29 years of experience in the finance industry.
John Buerger (CRD# 4924044) is an Investment Advisor Representative working at Altus Wealth Solutions in Atascadero, CA and has 1 year of experience in the finance industry. John Buerger 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.
Kevin Burns (CRD# 5975552) is an Investment Advisor Representative working at Mml Investors Services, LLC in Paso Robles, CA and has over 11 years of experience in the finance industry.
Marie Caldera (CRD# 1980184) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.