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Distance Metro area (25 miles)
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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
Myung Lee (CRD# 5612549) is an Investment Advisor Representative working at Simple Portfolio Management, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.
Larry Levenstone (CRD# 847810) is an Investment Advisor Representative working at Western International Securities in Irvine, CA and has over 35 years of experience in the finance industry.
Richard Lewis (CRD# 5198973) is an Investment Advisor Representative working at White Stork Asset Management LLC in Irvine, CA and has 1 year of experience in the finance industry.
Philip Milner (CRD# 4329088) is an Investment Advisor Representative working at Norberg Capital Management, LLC in Irvine, CA and has over 23 years of experience in the finance industry.
John O'connell (CRD# 867729) is an Investment Advisor Representative working at John G. O'connell in Irvine, CA and has over 43 years of experience in the finance industry.
Edward Pappas (CRD# 2842584) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Irvine, CA and has over 27 years of experience in the finance industry.
Ronald Perez (CRD# 4355551) is an Investment Advisor Representative working at Lincoln Investment in Irvine, CA and has over 23 years of experience in the finance industry.
David Peterson (CRD# 1704206) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvine, CA and has over 30 years of experience in the finance industry.
Randy Pierce (CRD# 1873156) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 24 years of experience in the finance industry.
Gary Rennie (CRD# 2150043) is an Investment Advisor Representative working at Rennie & Associates in Irvine, CA and has 1 year of experience in the finance industry. Gary Rennie 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.