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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
Devin King (CRD# 5839705) is an Investment Advisor Representative working at King Financial in Lathrop, CA and has over 13 years of experience in the finance industry.
Mark Kleiderlein (CRD# 2749226) is an Investment Advisor Representative working at Principal Securities, Inc. in Modesto, CA and has over 27 years of experience in the finance industry. Mark Kleiderlein 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.
Daniel Krause (CRD# 6794535) is an Investment Advisor Representative working at Verity Asset Management in Oakdale, CA and has over 6 years of experience in the finance industry.
Andrew Lambertson (CRD# 5256385) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Modesto, CA and has over 17 years of experience in the finance industry.
Chris Lantin (CRD# 2785567) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 25 years of experience in the finance industry.
Joseph Laswell (CRD# 6757735) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Ripon, CA and has over 7 years of experience in the finance industry.
Matthew Lattig (CRD# 4917977) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Matthew Laverone (CRD# 4908896) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manteca, CA and has over 19 years of experience in the finance industry.
John Lee (CRD# 4681994) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 20 years of experience in the finance industry.
Gene Lenfest (CRD# 2945201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Modesto, CA and has over 26 years of experience in the finance industry.