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Distance Only Azusa, CA
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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
Samuel Hwang (CRD# 6196921) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 10 years of experience in the finance industry.
James Mayes (CRD# 2879995) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Azusa, CA and has over 26 years of experience in the finance industry.
Timothy Moore (CRD# 1737557) is an Investment Advisor Representative working at Moore Money Advisory in Azusa, CA and has over 15 years of experience in the finance industry.
George Ottoson (CRD# 2902084) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azusa, CA and has over 25 years of experience in the finance industry.
Albert Singleterry (CRD# 3112162) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Azusa, CA and has over 25 years of experience in the finance industry.
Tobin Wills (CRD# 2563557) is an Investment Advisor Representative working at Optima Capital LLC in Azusa, CA and has over 29 years of experience in the finance industry. Tobin Wills 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.
Marcos Celis Garcia (CRD# 7600582) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azusa, CA and has over 2 years of experience in the finance industry.
Suzanne Muniz (CRD# 5492419) is an Investment Advisor Representative working at Ais Asset Management in Azusa, CA and has over 15 years of experience in the finance industry. Suzanne Muniz 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.