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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
Milton Guzman (CRD# 5797511) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 13 years of experience in the finance industry. Milton Guzman 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.
Joseph Harrison (CRD# 4461940) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 13 years of experience in the finance industry. Joseph Harrison 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.
James Hayes (CRD# 6027425) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Alamo, CA and has over 8 years of experience in the finance industry.
Anthony Jurado (CRD# 4065793) is an Investment Advisor Representative working at Lodestar Private Asset Management LLC in Alamo, CA and has over 23 years of experience in the finance industry.
James Koch (CRD# 5604620) is an Investment Advisor Representative working at Koch Capital Management LLC in Alamo, CA and has over 15 years of experience in the finance industry.
Peter Landini (CRD# 1618991) is an Investment Advisor Representative working at Rbp Investment Advisors Inc. in Alamo, CA and has over 29 years of experience in the finance industry. Peter Landini 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.
Lee Levy (CRD# 2612050) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Alamo, CA and has over 15 years of experience in the finance industry.
Michael Lickiss (CRD# 5135936) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Alamo, CA and has over 17 years of experience in the finance industry.
Julius Elmer Magbitang (CRD# 4750690) is an Investment Advisor Representative working at Eagle Strategies LLC in Alamo, CA and has over 18 years of experience in the finance industry. Julius Elmer Magbitang 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.
Stephen McCashin (CRD# 4429557) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alamo, CA and has over 22 years of experience in the finance industry.