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Distance Only Montrose, 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
Joshua Johnson (CRD# 5093163) is an Investment Advisor Representative working at Creative Capitalists, Inc. in Montrose, CA and has 1 year of experience in the finance industry.
Henry Norman (CRD# 5783203) is an Investment Advisor Representative working at Park Avenue Securities LLC in Montrose, CA and has over 13 years of experience in the finance industry.
Devin Robinson (CRD# 5822511) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montrose, CA and has over 12 years of experience in the finance industry.
Diana Yick (CRD# 7097210) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Montrose, CA and has 1 year of experience in the finance industry.
Christopher Aristo (CRD# 5101318) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montrose, CA and has over 17 years of experience in the finance industry.
Jonathan Grimm (CRD# 7147479) is an Investment Advisor Representative working at Eagle Strategies LLC in Montrose, CA and has over 3 years of experience in the finance industry.
Mitchell Hedlund (CRD# 7210677) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montrose, CA and has over 3 years of experience in the finance industry.
Trevor Lalisan (CRD# 7640915) is an Investment Advisor Representative working at Von Adelung Wealth Management in Montrose, CA and has 1 year of experience in the finance industry.
Tomik Sarkissian (CRD# 6846407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montrose, CA and has over 6 years of experience in the finance industry.
Bijou Schmidt (CRD# 7534770) is an Investment Advisor Representative working at Eagle Strategies LLC in Montrose, CA and has 1 year of experience in the finance industry.