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Distance Only San Juan Capistrano, 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
Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in San Juan Capistrano, CA and has over 12 years of experience in the finance industry.
Jeff Fisher (CRD# 4950246) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Darrell Fryer (CRD# 1769154) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.
Marcus Griffin (CRD# 4187137) is an Investment Advisor Representative working at Mariner Independent in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
Graham Grisoli (CRD# 5420466) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
David Hansch (CRD# 1020500) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 41 years of experience in the finance industry. David Hansch 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.
Adrienne Hart (CRD# 5456729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
Robert Hill (CRD# 1206165) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 25 years of experience in the finance industry.
James Kaffen (CRD# 841929) is an Investment Advisor Representative working at Sortino Investment Analytics in San Juan Capistrano, CA and has over 22 years of experience in the finance industry.
Haynes Kendall (CRD# 1274737) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 38 years of experience in the finance industry. Haynes Kendall 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.