-
Distance Only Valencia, CA
-
COMPENSATION Either
-
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
Nicole Downing (CRD# 2913934) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 26 years of experience in the finance industry.
Robert Downing (CRD# 2620904) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 28 years of experience in the finance industry.
Christy Downs (CRD# 5601202) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Valencia, CA and has over 15 years of experience in the finance industry.
Douglas Eagle (CRD# 4157461) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Valencia, CA and has over 24 years of experience in the finance industry.
Michelle Elliot (CRD# 2453047) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 29 years of experience in the finance industry.
David Garelick (CRD# 2679553) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 27 years of experience in the finance industry. David Garelick 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.
Esteban Gonzalez (CRD# 4774765) is an Investment Advisor Representative working at Edward Jones in Valencia, CA and has over 19 years of experience in the finance industry.
Ira Gottshall (CRD# 4313739) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Valencia, CA and has over 23 years of experience in the finance industry.
Lois Gough Lopez (CRD# 3090515) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Valencia, CA and has over 24 years of experience in the finance industry.
Steven Graham (CRD# 1977736) is an Investment Advisor Representative working at Western International Securities in Valencia, CA and has over 34 years of experience in the finance industry.