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Distance Only Tulare, CA
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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
Igor Ferreira (CRD# 6194025) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 10 years of experience in the finance industry. Igor Ferreira 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.
Bryce Harris (CRD# 6927662) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 5 years of experience in the finance industry. Bryce Harris 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.
Marc Lippincott (CRD# 3253234) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 24 years of experience in the finance industry. Marc Lippincott 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.
Michelle Lippincott (CRD# 4762656) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 9 years of experience in the finance industry.
Tim Lippincott (CRD# 5188975) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulare, CA and has over 16 years of experience in the finance industry.
Craig Vejvoda (CRD# 1201684) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 25 years of experience in the finance industry. Craig Vejvoda 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.
Renee Soto (CRD# 4542906) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tulare, CA and has over 19 years of experience in the finance industry.