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Distance Only Diamond Bar, 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
K Lee (CRD# 5587214) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 11 years of experience in the finance industry.
Christian Li (CRD# 1777213) is an Investment Advisor Representative working at Lpl Financial LLC in Diamond Bar, CA and has over 30 years of experience in the finance industry. Christian Li 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.
Rena Li (CRD# 3185676) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 25 years of experience in the finance industry.
Taoran Li (CRD# 6942949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Diamond Bar, CA and has over 5 years of experience in the finance industry.
Tsanshiau Lin (CRD# 2947638) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 26 years of experience in the finance industry.
Randy Louie (CRD# 2984912) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 26 years of experience in the finance industry.
Lily Lu (CRD# 3032456) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Diamond Bar, CA and has over 26 years of experience in the finance industry. Lily Lu 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.
Chih-tao Ma (CRD# 4151461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 24 years of experience in the finance industry.
Michael Martinez (CRD# 2945777) is an Investment Advisor Representative working at Llg Wealth Management in Diamond Bar, CA and has over 26 years of experience in the finance industry. Michael Martinez 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.
Joseph McAdams (CRD# 2173886) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 31 years of experience in the finance industry.