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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
Belinda Duran (CRD# 1950443) is an Investment Advisor Representative working at Western International Securities in Lodi, CA and has over 34 years of experience in the finance industry.
David Ehlert (CRD# 1181878) is an Investment Advisor Representative working at Arbor Family Wealth Advisors, Inc. in Lodi, CA and has over 27 years of experience in the finance industry.
Eileen Erickson (CRD# 2722564) is an Investment Advisor Representative working at Erickson, Eileen Marie in Rancho Murieta, CA and has over 27 years of experience in the finance industry. Eileen Erickson 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.
Robert Faust (CRD# 5141188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has over 17 years of experience in the finance industry.
Frank Feng (CRD# 2142012) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 31 years of experience in the finance industry. Frank Feng 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.
Larry Fletcher (CRD# 1534213) is an Investment Advisor Representative working at Mariner Independent in Pine Grove, CA and has 1 year of experience in the finance industry. Larry Fletcher 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.
Blane Franca (CRD# 5430489) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 8 years of experience in the finance industry.
Katelyn Frizzie (CRD# 6408279) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 9 years of experience in the finance industry.
Steven Goldberg (CRD# 5207673) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 17 years of experience in the finance industry.
Michael Haley (CRD# 1784225) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 5 years of experience in the finance industry.