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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
William Peterson (CRD# 5600402) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Jackson, CA and has over 15 years of experience in the finance industry.
Christian Phillips (CRD# 1749801) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 32 years of experience in the finance industry.
David Phillips (CRD# 4185767) has been a Wealth Manager for Phillips Financial where he is currently an LPL Registered Principal. His primary responsibilities involve analysis of financial products, development of financial planning strategies and portfolio management for the various investment objectives.
Telephone: 209-367-0868
email: [email protected]
website: http://www.lodifinancial.com/home
LinkedIn: David Phillips
Professional Designations
CFA® Charterholder (Chartered Financial Analyst)
CFP® (Certified Financial Planner)
Education
B.A. University of California,...
James Rachels (CRD# 6089318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manteca, CA and has over 11 years of experience in the finance industry.
Daniel Raymond (CRD# 4618228) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lodi, CA and has over 20 years of experience in the finance industry. Daniel Raymond 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.
Sarah Schlenz (CRD# 5892716) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 11 years of experience in the finance industry. Sarah Schlenz 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.
Jordan Sergent (CRD# 7057452) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 5 years of experience in the finance industry.
Ryan Settle (CRD# 4845945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manteca, CA and has over 19 years of experience in the finance industry.
Ryan Shortridge (CRD# 4982603) is an Investment Advisor Representative working at Aps Investment Management Group in Jackson, CA and has over 18 years of experience in the finance industry.
Todd Simonson (CRD# 2126011) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 33 years of experience in the finance industry.