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Distance Only Santa Cruz, 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
Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.
Carmen Fuller (CRD# 4285129) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Cruz, CA and has over 22 years of experience in the finance industry.
James Gahagan (CRD# 2771502) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Frederick Gawlick (CRD# 218971) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Santa Cruz, CA and has over 30 years of experience in the finance industry.
Jai Huynh (CRD# 4554598) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 15 years of experience in the finance industry.
Steven King (CRD# 2360065) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Cruz, CA and has over 30 years of experience in the finance industry.
Caleb Lawrence (CRD# 2801527) is an Investment Advisor Representative working at Caleb Lawrence Registered Investment Adviser Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Jennipher Lommen (CRD# 6595879) is an Investment Advisor Representative working at Wildflower Financial LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry. Jennipher Lommen 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.
Kristen Marinovic (CRD# 1473689) is an Investment Advisor Representative working at Equinox Wealth Management in Santa Cruz, CA and has over 28 years of experience in the finance industry.
Robert Mason (CRD# 4873777) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 16 years of experience in the finance industry.