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Distance Metro area (25 miles)
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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
Lien Lay (CRD# 4869582) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alameda, CA and has over 18 years of experience in the finance industry. Lien Lay 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.
Peter Lee (CRD# 5989071) is an Investment Advisor Representative working at Gp Wealth Management, LLC in Alameda, CA and has over 12 years of experience in the finance industry.
Christopher Lightner (CRD# 7024075) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 5 years of experience in the finance industry.
Timothy Mansell (CRD# 1628176) is an Investment Advisor Representative working at Pfg Advisors in Alameda, CA and has over 37 years of experience in the finance industry. Timothy Mansell 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.
Michael McDonough (CRD# 1511844) is an Investment Advisor Representative working at Principal Securities, Inc. in Alameda, CA and has over 37 years of experience in the finance industry.
Dominic McKenna (CRD# 2790286) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 25 years of experience in the finance industry.
James Murray (CRD# 2651053) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 26 years of experience in the finance industry.
Larry Ngai (CRD# 2353304) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Alameda, CA and has over 30 years of experience in the finance industry.
Tyler Ribera (CRD# 1368252) is an Investment Advisor Representative working at Ribera Investment Management, LLC in Alameda, CA and has over 36 years of experience in the finance industry.
Michael Romanchak (CRD# 2648011) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 28 years of experience in the finance industry.