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Distance Only La Verne, 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
Edson Arroyo (CRD# 6431945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Verne, CA and has over 9 years of experience in the finance industry.
Gary Charlebois (CRD# 724971) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Verne, CA and has over 37 years of experience in the finance industry.
Kelly Dunnahoo (CRD# 4831934) is an Investment Advisor Representative working at Creativeone Wealth, LLC in La Verne, CA and has over 19 years of experience in the finance industry.
Wayne Hurley (CRD# 1342375) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in La Verne, CA and has over 21 years of experience in the finance industry.
Patrick McAndrew (CRD# 4548393) is an Investment Advisor Representative working at Core Planning in La Verne, CA and has over 21 years of experience in the finance industry.
Thomas Meaglia (CRD# 862483) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in La Verne, CA and has over 40 years of experience in the finance industry.
Ara Oghoorian (CRD# 5491367) is an Investment Advisor Representative working at Acap Asset Management, Inc. in La Verne, CA and has over 15 years of experience in the finance industry. Ara Oghoorian 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.
Carina Oghoorian (CRD# 5641202) is an Investment Advisor Representative working at Acap Asset Management, Inc. in La Verne, CA and has over 15 years of experience in the finance industry.
Thomas Worrall Iii (CRD# 4108084) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in La Verne, CA and has over 24 years of experience in the finance industry.
Kristin Charlebois (CRD# 4901862) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Verne, CA and has 1 year of experience in the finance industry.