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Distance Only Fallbrook, 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
Rick Alvarado (CRD# 2085020) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 33 years of experience in the finance industry. Rick Alvarado 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.
Michael Cortina (CRD# 5042163) is an Investment Advisor Representative working at Cortina Capital, LLC in Fallbrook, CA and has over 16 years of experience in the finance industry.
Jonathan Dickson (CRD# 6786619) is an Investment Advisor Representative working at Edward Jones in Fallbrook, CA and has over 6 years of experience in the finance industry.
Alvin Gebhart (CRD# 1005905) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 41 years of experience in the finance industry. Alvin Gebhart 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.
Donna Gebhart (CRD# 2708528) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 28 years of experience in the finance industry.
Deborah Haydis (CRD# 1298050) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fallbrook, CA and has over 37 years of experience in the finance industry.
Gerard Kohler (CRD# 273275) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 22 years of experience in the finance industry.
William Lemasters (CRD# 1724738) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fallbrook, CA and has over 27 years of experience in the finance industry.
Virginia Leon (CRD# 5473857) is an Investment Advisor Representative working at Pathway Advisors, LLC in Fallbrook, CA and has over 12 years of experience in the finance industry.
Dennis Lindeman (CRD# 2009423) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fallbrook, CA and has over 33 years of experience in the finance industry. Dennis Lindeman 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.