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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
James Shaw (CRD# 2498399) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 29 years of experience in the finance industry.
Charles Sick (CRD# 6987669) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 5 years of experience in the finance industry.
Penney Sick (CRD# 4372936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 22 years of experience in the finance industry.
Susan Tackett (CRD# 3215726) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Visalia, CA and has over 24 years of experience in the finance industry.
Devon Taylor (CRD# 6707364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 6 years of experience in the finance industry.
Timothy Welch (CRD# 4199017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 23 years of experience in the finance industry.
James Wohlford (CRD# 1707209) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Visalia, CA and has over 36 years of experience in the finance industry.
Bradley Board (CRD# 5046452) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Visalia, CA and has over 18 years of experience in the finance industry.
Navdeep Brar (CRD# 7847643) is an Investment Advisor Representative working at Sequoia Financial, LLC in Visalia, CA and has 1 year of experience in the finance industry.
Jacob Cordeniz (CRD# 6999372) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has 1 year of experience in the finance industry.