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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
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.
Craig Vejvoda (CRD# 1201684) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 25 years of experience in the finance industry. Craig Vejvoda 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.
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.
Karen Gross (CRD# 5622537) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Visalia, CA and has over 15 years of experience in the finance industry.
Michael Harrell (CRD# 4660123) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Visalia, CA and has over 20 years of experience in the finance industry.
Sharon Jansma (CRD# 4034097) is an Investment Advisor Representative working at Commonwealth Financial Network in Visalia, CA and has over 24 years of experience in the finance industry.