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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
Anna Nelson (CRD# 5019421) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Chico, CA and has over 17 years of experience in the finance industry.
Gregory Nelson (CRD# 6857367) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 6 years of experience in the finance industry. Gregory Nelson 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.
John Nelson (CRD# 1695193) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 36 years of experience in the finance industry.
Timothy O'connell (CRD# 2690969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 28 years of experience in the finance industry.
Michael O'donnell (CRD# 4719248) is an Investment Advisor Representative working at The O'donnell Group in Chico, CA and has over 20 years of experience in the finance industry. Michael O'donnell 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.
Chad Parker (CRD# 4008766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chico, CA and has over 24 years of experience in the finance industry.
Sherri Parr (CRD# 4900050) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 17 years of experience in the finance industry.
Patrick Pillsbury (CRD# 1073794) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Chico, CA and has over 24 years of experience in the finance industry.
Devin Potter (CRD# 5394235) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 16 years of experience in the finance industry. Devin Potter 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.