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Distance Only Gilroy, 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
Gregory De Castro (CRD# 5910832) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gilroy, CA and has over 13 years of experience in the finance industry.
Kristi Ellington (CRD# 2393426) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 30 years of experience in the finance industry.
Robert Fortino (CRD# 4540160) is an Investment Advisor Representative working at Edward Jones in Gilroy, CA and has over 21 years of experience in the finance industry.
Michael Garber (CRD# 4908320) is an Investment Advisor Representative working at Michael Garber Financial Planning in Gilroy, CA and has over 19 years of experience in the finance industry. Michael Garber 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.
Yama Jamili (CRD# 5406574) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 16 years of experience in the finance industry. Yama Jamili 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.
Christopher Loo (CRD# 2417825) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilroy, CA and has over 30 years of experience in the finance industry.
Jeffrey Orth (CRD# 3160919) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Gilroy, CA and has over 25 years of experience in the finance industry.
Ronald Pray (CRD# 713509) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gilroy, CA and has over 37 years of experience in the finance industry.
Karl James Thoeni (CRD# 6118858) is an Investment Advisor Representative working at Lpl Financial LLC in Gilroy, CA and has over 10 years of experience in the finance industry.
Cody Beaumont (CRD# 7620711) is an Investment Advisor Representative working at Hfg Advisors, Inc. in Gilroy, CA and has 1 year of experience in the finance industry. Cody Beaumont 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.