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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
Brian Sweeney (CRD# 716386) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 38 years of experience in the finance industry.
Joseph Sweeney (CRD# 4968553) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 13 years of experience in the finance industry. Joseph Sweeney 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.
William Twisselman (CRD# 1234469) 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.
Jacob Van Rossum (CRD# 2619220) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chico, CA and has over 28 years of experience in the finance industry.
Kimberli Victorine (CRD# 1466345) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 37 years of experience in the finance industry.
Daniel Vincent (CRD# 4400096) is an Investment Advisor Representative working at Avantax Advisory Services in Chico, CA and has over 22 years of experience in the finance industry.
Richard Wilson (CRD# 1388141) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chico, CA and has over 37 years of experience in the finance industry.
Joyce Yancy (CRD# 4286052) is an Investment Advisor Representative working at Edward Jones in Orland, CA and has over 22 years of experience in the finance industry.
Robert Anderson (CRD# 4860094) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chico, CA and has over 3 years of experience in the finance industry.