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Distance Only San Marcos, 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
Todd Stucker (CRD# 7033289) is an Investment Advisor Representative working at Edward Jones in San Marcos, CA and has over 5 years of experience in the finance industry.
Joseph Thomas (CRD# 2996023) is an Investment Advisor Representative working at Pgim Investments LLC in San Marcos, CA and has over 25 years of experience in the finance industry.
Nicholas Tortarolo (CRD# 6540441) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Marcos, CA and has over 8 years of experience in the finance industry.
Valerie Arenas (CRD# 6149861) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Marcos, CA and has over 11 years of experience in the finance industry.
Stacey Blake (CRD# 4509228) is an Investment Advisor Representative working at Principal Asset Management in San Marcos, CA and has over 22 years of experience in the finance industry.
Heather Bradley (CRD# 6034915) is an Investment Advisor Representative working at Edward Jones in San Marcos, CA and has over 9 years of experience in the finance industry.
Kharli Brockmeier (CRD# 7479856) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Marcos, CA and has over 2 years of experience in the finance industry.
Lindy Diamond (CRD# 2974583) is an Investment Advisor Representative working at Lindy S. Diamond, Personal Financial Services in San Marcos, CA and has over 26 years of experience in the finance industry.
Deanna Heitschmidt (CRD# 7277656) is an Investment Advisor Representative working at O'reilly Wealth Advisors in San Marcos, CA and has 1 year of experience in the finance industry.
Brian Lundberg (CRD# 7199439) is an Investment Advisor Representative working at Edward Jones in San Marcos, CA and has over 4 years of experience in the finance industry.