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Financial Consultants in San Luis Obispo, CA

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94 results found

David Nilsen San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Operations Manager • Organization Management • Master of Science • Notary • Lawyer • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
President & Chief Financial Advisor at Obispo Wealth Management (Sole Proprietorship), Owner at ...
Title:
President & Chief Financial Advisor at Obispo Wealth Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Obispo Wealth Management - 1301 Chorro St. Ste A, San Luis Obispo Ca. 93401President & Chief Financial Advisorsince Mar 2009Nipa Cellars Ownersince 2004
Skills:
Investments, Retirement Planning, Insurance, Financial Analysis, Financial Reporting, Financial...
Full Profile

Andrea Klipfel San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Sr. Financial Advisor - Meritage Asset Management Group at Wells Fargo Advisors, member at Rotary...
Title:
Sr. Financial Advisor at Meritage Asset Management Group/Wells Fargo Advisors Financial Network
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - 104 Gateway Center Drive Suite A Paso Robles, CA 93446Sr. Financial Advisor - Meritage Asset Management Groupsince Mar 2013Rotary Club of Morro Bay Membersince 2006
Skills:
Strategic Financial Planning, 401k Rollovers, Investments, Insurance, IRAs, Financial Analysis,...
Full Profile

Tony Flores San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Master of Public Administration • Computer Software Professional • Software Developers

Experience & Education

Position:
Accounting Faculty at Allan Hancock College
Title:
Faculty at Allan Hancock College
Location:
San Luis Obispo, California Area
Work history:
Allan Hancock College Accounting Facultysince Feb 2008RSmart Financial Consultant2007 - 2008
Full Profile

Michael Berg San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor

Experience & Education

Work

Company:
Financial management association
Cal poly athletic department tutor
Company:
Call me crafty
Start-up financial consultant
Full Profile

Tony Jelso San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Title:
Northwestern Mutual Financial Network
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1999International Racquetball Tour Professional Racquetball Player1989 - 1999
Full Profile

Chad Ammons San Luis Obispo, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Counselor • Guide • Advisor • Tour Guide • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Government Service Executive • Government Administration Officer • Civil Servant • IT Specialist • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
HIE Project Manager-IT Consultant at TEKsystems
Title:
Management and Marketing Consultant
Location:
San Luis Obispo, California Area
Industry:
Hospital & Health Care
Work history:
TEKsystems HIE Project Manager-IT Consultantsince Aug 2012JPMorgan Chase (Formerly Washington Mutual) - San Luis Obispo, CaliforniaPersonal Banker2010 - 2012
Full Profile

Annie Shanks San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physician • Advisor • Recruitment

Experience & Education

Position:
Financial Advisor at TEAM Financial Networks
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
TEAM Financial Networks Financial Advisorsince Nov 2010BrigdePoint Custom Strategies StrategistNov 2009 - Feb 2011
Full Profile

Aaron Hendry San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Blakeslee & blakeslee - San Luis Obispo, CA
Financial advisor
Company:
San luis pension consultants - San Luis Obispo, CA
Trust accountant
Full Profile

Klipfel R San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Investor

Experience & Education

Position:
Financial Advisor, AAMS at Edward Jones
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, AAMSsince Nov 2002SGB Investor Relations Vice PresidentAug 2001 - Oct 2002
Full Profile

Shawn Cfp San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Representative • Analyst • Analysts • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts • Financial Manager • Marketing Manager

Experience & Education

Work

Company:
Right brain money
Financial advisor
Company:
New england financial - Foster City, CA
Financial representative
Full Profile

Jeff Oetman San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Investments
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Wells Fargo Investments Financial Consultant
Full Profile

Mark Burnett San Luis Obispo, CA

Professions & Specialties

Securities Clerk • Financial Consultant • Brokerage Clerk • Financial Services Professional • Financial Services Sales Agent • Operations Manager • IT Analyst

Experience & Education

Work

Company:
Self employed
Securities trader
Company:
Morgan stanley - Santa Rosa, CA
Financial advisor
Full Profile

Janice Anderson-day San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at California State University system
Location:
San Luis Obispo, California Area
Industry:
Education Management
Work history:
California State University system Financial Counselor
Full Profile

Rachell Pruett San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Community Service Manager • Representative • Advisor • Technical Specialist • Technical Support Specialists • Managers • Educational Assistant Teacher • School Principal • Physical Education Professor • Teaching Assistant • School Administrator • Educational Manager • Physical Education Professors • Recruitment • Bachelor of Science • Government Administration Professional • Computer Specialist

Experience & Education

Position:
Manager of Client Operations at Grade Potential In Home Tutoring (Self-employed)
Title:
Manager of Client Operations at Grade Potential In Home Tutoring
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Grade Potential In Home Tutoring Manager of Client Operationssince Sep 2012Edward Jones Investments Financial AdvisorMar 2011 - Sep 2012
Full Profile

Deborah Sullivan San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Operations Manager • Marketing Manager • Region Manager • Vice President • Chief Executive • Field Marketing Specialist • Marketing Administrator • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Aug 2012Morgan Stanley Complex Business Development OfficerJan 2010 - Aug 2012
Skills:
Wealth Preservation Planning, Wealth Management, Series 7, Investments, Portfolio Management,...
Full Profile

Dan Speirs San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Market Analyst • Market Research Analyst • Cashier Clerk • Cashier • National Sales Assistant • Sales Representative • Sales Agent • Software Developers

Experience & Education

Position:
First Vice President - Investments at Wells Fargo Advisors, LLC
Title:
First Vice President - Investments, Wells Fargo Advisors, LLC
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investmentssince Sep 2009RBC Wealth Management First Vice President, Financial ConsultantJan 2002 - Oct 2009
Certifications:
Private Investment Management (PIM)
Full Profile

Kevin Moriarty San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wealthvest
Financial consultant
Company:
Rc duggan & associates - San Carlos, CA
Financial consultant
Full Profile

Molly Peoples San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor, Edward Jones
Location:
San Luis Obispo, California Area
Industry:
Retail
Work history:
Edward Jones - Morro Bay, CaliforniaFinancial Advisorsince Nov 2012West Coast Properties - Morro Bay, CaliforniaReal Estate AgentMar 2012 - Nov 2012
Full Profile

Brooke Davis San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Asst. Vice President Real Estate Lending at Union Bank
Title:
Asst. Vice President Real Estate Lending at First Bank Of San Luis Obispo
Location:
San Luis Obispo, California Area
Industry:
Banking
Work history:
Union Bank - San Luis Obispo, California AreaAsst. Vice President Real Estate Lendingsince 2007Morgan Stanley Financial advisor2006 - 2007
Full Profile

Mary Monroe San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Business Administrator • Financial Director • Chairperson • Manager • Financial Officer • Financial Manager • Operations Manager • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Chief Financial Officer at PRP Companies
Title:
Problem Solver, Solutions Provider, Strategic Thinker, Financial Advisor, Organizer, and Planner
Location:
San Luis Obispo, California Area
Industry:
Accounting
Work history:
PRP Companies - PRP CompaniesChief Financial Officersince Sep 2007GBP&B Tax Manager2000 - 2008
Skills:
Tax Preparation, Corporate Tax, Hotels, Partnership Taxation, Accounting, Problem Solving,...
Full Profile

Trish Phipps San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Mutual Securities, Inc.
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Mutual Securities, Inc. Financial Advisorsince Oct 2009AG Edwards Financial AdvisorMay 2001 - Sep 2009
Skills:
Retirement Planning, 401k Rollovers, Saving for Education, Wealth Accumulation
Full Profile

Garth Porterfield San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Construction

Experience & Education

Position:
Financial Advisor at Edward Jones, Sec/CFO at WeMow, Inc.
Title:
Financial Advisor at Edward Jones
Location:
San Luis Obispo, California Area
Industry:
Construction
Work history:
Edward Jones Financial Advisorsince Jan 2010WeMow, Inc. Sec/CFOsince Jul 2005
Full Profile

Stephen Tetmeir San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Senior Branch Manager & Certified Financial Planner at Ameriprise Financial Services, Inc.
Title:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Branch Manager & Certified Financial Plannersince Mar 1990
Full Profile

Michael Kneeskern San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Team Member • Skilled Professional • Nurse Practitioner • Chief Executive

Experience & Education

Position:
Office Manager at Central Coast Landscape Products
Location:
San Luis Obispo, California Area
Industry:
Consumer Goods
Work history:
Central Coast Landscape Products Office Managersince Jul 2008World Financial Group Financial ConsultantDec 2008 - Apr 2009
Skills:
carpentry, cashier, customer relations, customer service, framing, human resources, lexis - nexis,...
Full Profile

Gene Schoensee San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Reverend • Clergy • Medical Practice Professional • Medical Practitioner • Organization Management • Clerical Specialist • Client Service Officer • Customer Relations • Project Managers • Information Technology Specialist • IT Specialist • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Position:
Reverend at Universal Life Church, Financial Counselor at Radiology Associates of San Luis Obispo
Title:
Financial Counselor at Radiology Associates of San Luis Obispo
Location:
San Luis Obispo, California Area
Industry:
Medical Practice
Work history:
Universal Life Church Reverendsince Jul 2011Radiology Associates of San Luis Obispo - Pismo Beach, CAFinancial Counselorsince Nov 2010
Full Profile

Jeb Brown San Luis Obispo, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Marketing Manager • Operations Manager • Representative • Master of Science • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Planner at Blakeslee & Blakeslee
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Blakeslee & Blakeslee Financial PlannerCitibank Financial Consultant2003 - 2007
Full Profile

Lee Monson San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Management Analyst • Analysts • Captain

Experience & Education

Position:
Air Attack Captain at DynCorp International, Cash Flow Management Consultant at United Financial...
Title:
Management/Financial Consultant
Location:
San Luis Obispo, California Area
Industry:
Management Consulting
Work history:
DynCorp International - CaliforniaAir Attack Captainsince May 2002United Financial Planning/ UFP - Central CaliforniaCash Flow Management Consultantsince Apr 1990
Full Profile

Annie Shanks San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Consultant at Shanks Financial services
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Shanks Financial services Financial Consultantsince Jan 2012Team Financial Networks - Grover BeachFinancial AdvisorNov 2010 - Jan 2012
Full Profile

Gerry Carnahan San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisory Services and Insurance Planning
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Sep 2008Western Financial Planning Corporation Financial AdvisorJun 2006 - Apr 2008
Full Profile

Jay Douglas San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-founder at Douglas, Athans, and Associates Wealth Management Group
Title:
Co-founder of Douglas, Athans, and Associates Wealth Management Group
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Douglas, Athans, and Associates Wealth Management Group Co-foundersince Apr 2009Douglas & Athans a financial advisory practice of Ameriprise Financial Senior Financial AdvisorSep 2005 - Apr 2009
Full Profile

Minas Kaloosian San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Computer Network Professional • Network Administrator • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Owner at Hydro Heaven Spas & Stoves
Title:
Owner, Hydro Heaven Spas & Stoves
Location:
San Luis Obispo, California Area
Industry:
Retail
Work history:
Hydro Heaven Spas & Stoves Ownersince May 2004Merrill Lynch Financial AdvisorJul 2004 - 2007
Full Profile

Ron Weeden San Luis Obispo, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Representative

Experience & Education

Position:
Financial Professional at R-G Asset Management Enterprise
Title:
Financial Services Professional
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
R-G Asset Management Enterprise Financial Professionalsince 2002Morgan Stanley Financial Advisor2000 - 2001
Full Profile

Dan Kimmelman San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - San Luis Obispo, California AreaFinancial Advisorsince Jun 2006
Full Profile

Scott Mcmanus San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Finance and Accounting Specialist • Accounting Bookkeeper

Experience & Education

Position:
Bookkeeper/maintenance/desk at Cambria Palms Motel, Financial Advisor at Edward Jones
Title:
bookkeeper/maintenance/desk at Cambria Palms Motel
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Cambria Palms Motel Bookkeeper/maintenance/desksince Jul 2008Edward Jones Financial Advisorsince Sep 2000
Full Profile

Renou Korff San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Jack Liggitt San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retired Financial Advisor
Location:
Los Osos, California
Industry:
Financial Services
Work history:
Rocky Mountain Investors Executive Vice PresidentJun 1982 - Dec 1991Central Bank of Denver Vice President and Trust OfficerMay 1974 - Jun 1982
Full Profile

Matt Oppedahl San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
FINANCIAL ADVISOR at EDWARD JONES
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
EDWARD JONES FINANCIAL ADVISORsince Jun 2000SPELLING ENTERTAINMENT GROUP INC FINANCEMay 1996 - May 2000
Full Profile

Frank Shepard San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Marketing Manager

Experience & Education

Position:
Branch Manager/Financial Advisor at Raymond James Financial Services
Title:
Branch Manager at Raymond James Financial Services
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Raymond James Financial Services Branch Manager/Financial Advisorsince Jun 2005
Full Profile

Eric Maldonado San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Advisor at William Henry Crew III Wealth Management Group
Title:
Personal and Business Financial Planning
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
William Henry Crew III Wealth Management Group - San Luis Obispo, California AreaLPL Financial Advisorsince Mar 2011
Full Profile

Mark Frank San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisor
Full Profile

Bryan Crawford San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
V.P. Financial Consultant at Charles Schwab
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Charles Schwab V.P. Financial Consultant
Full Profile

Jamie Thomaswong San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

Peggy Estes San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

Matt Lowery San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Banc of America Investment Services, Inc.
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Banc of America Investment Services, Inc. Financial Advisor
Full Profile

Skip Barnhart San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial advisor at Financial West Group
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Financial West Group Financial advisor
Full Profile

Matthew Oppedahl San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
FINANCIAL ADVISOR at EDWARD JONES
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Stephanie Meyer San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Morgan stanley smith barney
Financial advisor associate
Full Profile

John Williams San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Danielle Pashone San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Trimarc Financial, Inc.
Title:
Finance Professional
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Trimarc Financial, Inc. Financial Consultant
Full Profile

Gordon Mullin San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Financial Network Investment Corp
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile


Financial Consultants near San Luis Obispo, CA048121620Pismo BeachSanta MariaLompocBuelltonTempletonMorro BaySanta YnezSolvangNipomoCambria