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Distance Only Laguna Niguel, 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
William Jenkins (CRD# 1949918) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 33 years of experience in the finance industry.
Derek Johnson (CRD# 5785126) is an Investment Advisor Representative working at Lpl Financial LLC in Laguna Niguel, CA and has over 13 years of experience in the finance industry.
Andre Julian (CRD# 2799633) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 14 years of experience in the finance industry.
John Kalianov (CRD# 1359500) is an Investment Advisor Representative working at Avantax Advisory Services in Laguna Niguel, CA and has over 39 years of experience in the finance industry. John Kalianov 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.
Kraig Karnazes (CRD# 2653891) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Niguel, CA and has over 28 years of experience in the finance industry.
Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 30 years of experience in the finance industry.
Jessica Krusey (CRD# 4839333) is an Investment Advisor Representative working at Ehrlich Financial Group in Laguna Niguel, CA and has over 19 years of experience in the finance industry. Jessica Krusey 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.
James Larsen (CRD# 5498397) is an Investment Advisor Representative working at Avantax Advisory Services in Laguna Niguel, CA and has over 6 years of experience in the finance industry. James Larsen 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.
David Lightner (CRD# 2561878) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Laguna Niguel, CA and has over 29 years of experience in the finance industry.
Richard Ligotti (CRD# 3116658) is an Investment Advisor Representative working at Laguna Niguel Summit Wealth Management, LLC in Laguna Niguel, CA and has over 25 years of experience in the finance industry.