Financial advisers in Fresno, California
23 profiles with reported offices in Fresno, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Joe ChinInvestment adviser representativePlan Life & Wealth ManagementCRD 714462
John HooperPresident/Chief Compliance Officer/CFO/DirectorPlan Life & Wealth ManagementCRD 1573967
John WerftInvestment adviser representativePlan Life & Wealth ManagementCRD 1678158- Roger ByrdInvestment adviser representativeBridgewealth Advisory GroupCRD 1738616
- Vincent WhelanInvestment adviser representativeWhelan FinancialCRD 1900908
- Todd PilosiInvestment adviser representativeKerr Financial PlanningCRD 2257310
- Scott KarlInvestment adviser representativeCaitlin JohnCRD 2868011
- Joshua CarpenterManaging MemberBridgewealth Advisory GroupCRD 4194303
Robert RockwellInvestment adviser representativePlan Life & Wealth ManagementCRD 4211663- Kevin HookChief Compliance Officer & Managing MemberBridgewealth Advisory GroupCRD 4439944
- Derek ElrodManaging MemberBridgewealth Advisory GroupCRD 4793202
- Shawn YoungChief Compliance Officer/Chief Operating OfficerRB Capital ManagementCRD 4793253
- Whitney BaniaInvestment adviser representativeThe Wealthgarden F.S.CRD 4866167
- Portia WhiteChief Executive Officer and PartnerWhelan FinancialCRD 5137590
- Lori OngInvestment adviser representativeWhelan FinancialCRD 5845387
- Isaac HallsVice-President, Sales/DirectorPlan Life & Wealth ManagementCRD 5985502
- Michael ManjarrezInvestment adviser representativeWhelan FinancialCRD 6105145
- Stephen DetweilerChief Trading Officer & PartnerWhelan FinancialCRD 6141064
- Michael RyanChief Compliance OfficerWhelan FinancialCRD 6152734
Stephen SpachInvestment adviser representativePinion Investment AdvisorsCRD 6194336- Anna WilkinInvestment adviser representativeBridgewealth Advisory GroupCRD 6272037
- Taylor WhelanChief Financial Officer & PartnerWhelan FinancialCRD 6425340
- Joel HooperSecretaryPlan Life & Wealth ManagementCRD 6680987
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.