Financial advisers in San Luis Obispo, California

Adviser profiles

• Wayne LewisInvestment adviser representativeLewis FinancialCRD 1037214
• DCDavid CrydenInvestment adviser representativeBlakeslee & Blakeslee Financial AdvisersCRD 1188657
• SSSteven SchoenfeldInvestment adviser representativeThe Rice PartnershipCRD 1893449
• Robert HiltzInvestment adviser representativeLewis FinancialCRD 2536210
• Sam BlakesleePresident & Chief Executive OfficerBlakeslee & Blakeslee Financial AdvisersCRD 2575749
• Andrew WrightManaging Member & Chief Compliance OfficerWright Wealth StrategiesCRD 2609910
• CMCarrie MillerMemberTrellis Wealth AdvisorsCRD 2624990
• PBPaul BianchiInvestment adviser representativeProssimo AdvisorsCRD 2869570
• DWDavid WhitcherMember & FounderTrellis Wealth AdvisorsCRD 4151621
• KOKevin OkimotoFounder (07/2010) & Trustee (04/2011)Trellis Wealth AdvisorsCRD 4395833
• MTMark ThompsonMember & FounderTrellis Wealth AdvisorsCRD 4432497
• CDCraig DarnellChief Investment OfficerBlakeslee & Blakeslee Financial AdvisersCRD 4573977
• Wyatt LewisManaging Member/Chief Compliance OfficerLewis FinancialCRD 4665596
• Stephen HiltscherInvestment adviser representativeBlakeslee & Blakeslee Financial AdvisersCRD 4888806
• TWTricee WrightInvestment adviser representativeBlakeslee & Blakeslee Financial AdvisersCRD 4919391
• Brooke SalviniPrincipal and Chief Compliance OfficerSalvini, Brooke AlisonCRD 5092961
• DTDeirdre TorresChief Operating Officer & Chief Compliance OfficerBlakeslee & Blakeslee Financial AdvisersCRD 5361708
• Jerry MirollaManaging DirectorProssimo AdvisorsCRD 6136304
• KCKevin CampbellPrincipalR.i.t. Wealth AdvisorsCRD 6157021
• Ashley WilkenSenior Wealth Manager, Portfolio ManagerThe Rice PartnershipCRD 6951420
• Katelyn HunterChief Compliance OfficerProssimo AdvisorsCRD 7117080
• TSTyler SanchezInvestment adviser representativeThe Rice PartnershipCRD 7375879
• Taylor StilsonInvestment adviser representativeBlakeslee & Blakeslee Financial AdvisersCRD 7506202
• Ann PolettiInvestment adviser representativeProssimo AdvisorsCRD 8051582

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.