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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
Julio Pompa-Sinohui (CRD# 4643149) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 19 years of experience in the finance industry.
Jon Rader (CRD# 6423174) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lodi, CA and has over 9 years of experience in the finance industry.
Ronald Roberts (CRD# 3107295) is an Investment Advisor Representative working at Wealthcare Asset Management, LLC in Jackson, CA and has 1 year of experience in the finance industry.
Nicolas Santoyo (CRD# 7513626) is an Investment Advisor Representative working at Wulff, Hansen & Company in Lodi, CA and has over 2 years of experience in the finance industry.
Alexis Simonson (CRD# 6986554) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has 1 year of experience in the finance industry.
Erika Simonson (CRD# 6987126) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has 1 year of experience in the finance industry.
Trent Simonson (CRD# 6680125) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 3 years of experience in the finance industry.
Erica Taylor (CRD# 7671632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lodi, CA and has 1 year of experience in the finance industry.
Chandra Uselton (CRD# 6183137) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ione, CA and has over 10 years of experience in the finance industry.
Monica Wolf (CRD# 6976262) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Lodi, CA and has 1 year of experience in the finance industry.