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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
Garrett German (CRD# 4000167) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Exeter, CA and has over 24 years of experience in the finance industry.
Bryan Muth (CRD# 4793652) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Exeter, CA and has over 19 years of experience in the finance industry.
Eric Stevens (CRD# 3009864) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Exeter, CA and has over 10 years of experience in the finance industry.
Anees Akhund (CRD# 1374125) is an Investment Advisor Representative working at Principal Securities, Inc. in Visalia, CA and has over 7 years of experience in the finance industry.
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative...
Patricia Arnold (CRD# 4789253) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 19 years of experience in the finance industry.
Eric Ball (CRD# 1270410) is an Investment Advisor Representative working at Lpl Financial LLC in Porterville, CA and has over 27 years of experience in the finance industry. Eric Ball 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.
Kimberly Choi-Lindley (CRD# 2413471) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 11 years of experience in the finance industry.
Jason Coddington (CRD# 2660356) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 28 years of experience in the finance industry.
Jeremy Commeret (CRD# 4696012) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Visalia, CA and has over 20 years of experience in the finance industry.