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Distance Only Encinitas, 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
Dennis Oconnell (CRD# 4390086) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Encinitas, CA and has over 23 years of experience in the finance industry.
Lauren Peck (CRD# 6143198) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Encinitas, CA and has over 11 years of experience in the finance industry.
Cullen Roche (CRD# 4725152) is an Investment Advisor Representative working at Orcam Financial Group, LLC in Encinitas, CA and has over 20 years of experience in the finance industry.
Eric Rodriguez (CRD# 4787519) is an Investment Advisor Representative working at Wealthbuilders, LLC in Encinitas, CA and has over 19 years of experience in the finance industry. Eric Rodriguez 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.
Frank Scott (CRD# 4029346) is an Investment Advisor Representative working at Kelley Investments in Encinitas, CA and has over 24 years of experience in the finance industry.
Zoran Selakovic (CRD# 4836979) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 15 years of experience in the finance industry.
Jason Snow (CRD# 2858495) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 25 years of experience in the finance industry.
Brian Solomon (CRD# 1715160) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encinitas, CA and has over 30 years of experience in the finance industry.
Michael Souza (CRD# 4602740) is an Investment Advisor Representative working at Koa Wealth Management, LLC in Encinitas, CA and has over 21 years of experience in the finance industry.
Bryan Stebel (CRD# 2517540) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 29 years of experience in the finance industry. Bryan Stebel 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.