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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
Skyler Stokes (CRD# 6225303) is an Investment Advisor Representative working at Aloha Wealth Partners in Encinitas, CA and has over 9 years of experience in the finance industry.
Matthew Turnbull (CRD# 3020996) is an Investment Advisor Representative working at Turnbull Financial Services LLC in Encinitas, CA and has over 25 years of experience in the finance industry.
Luke Van Houten (CRD# 6106173) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 8 years of experience in the finance industry. Luke Van Houten 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.
Steven Van Houten (CRD# 717363) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 42 years of experience in the finance industry. Steven Van Houten 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.
Dean Zack (CRD# 1694320) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encinitas, CA and has over 36 years of experience in the finance industry.
Garrison Beck (CRD# 7888604) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Encinitas, CA and has 1 year of experience in the finance industry.
Mary Brennan (CRD# 5716708) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has over 14 years of experience in the finance industry. Mary Brennan 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.
Stephen Caruso (CRD# 7252633) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has 1 year of experience in the finance industry.
Clinton Cooper (CRD# 2842323) is an Investment Advisor Representative working at Cooper Capital Group in Encinitas, CA and has over 27 years of experience in the finance industry.
Warren Cornell (CRD# 7139444) is an Investment Advisor Representative working at Cornell Capital Group LLC in Encinitas, CA and has over 4 years of experience in the finance industry.