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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
Scott Heron (CRD# 2031300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 33 years of experience in the finance industry. Scott Heron 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.
Neal Hickey (CRD# 6792592) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Visalia, CA and has over 6 years of experience in the finance industry.
Donald Kaplan (CRD# 2991106) is an Investment Advisor Representative working at Commonwealth Financial Network in Visalia, CA and has over 26 years of experience in the finance industry.
Paul Kassel (CRD# 1312421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 39 years of experience in the finance industry.
Kirk Kernen (CRD# 4606739) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 21 years of experience in the finance industry.
Grant Kincade (CRD# 5669765) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 14 years of experience in the finance industry. Grant Kincade 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.
Lidia Leach (CRD# 5795926) is an Investment Advisor Representative working at Lpl Financial LLC in Corcoran, CA and has over 13 years of experience in the finance industry. Lidia Leach 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.
Steven Leoni (CRD# 2749184) is an Investment Advisor Representative working at Equitable Advisors, LLC in Visalia, CA and has over 27 years of experience in the finance industry.
Robert Linderman (CRD# 2162289) is an Investment Advisor Representative working at Mutual Advisors, LLC in Visalia, CA and has over 32 years of experience in the finance industry.
Janet Martinusen (CRD# 1769867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 24 years of experience in the finance industry.