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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
Andrew Kotyuk (CRD# 4760776) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in Hemet, CA and has over 20 years of experience in the finance industry.
Richard Labrum (CRD# 2226394) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has over 32 years of experience in the finance industry.
Alexa Lawson (CRD# 3245857) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 16 years of experience in the finance industry.
Steven Leach (CRD# 4715516) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beaumont, CA and has over 20 years of experience in the finance industry.
David Levinson (CRD# 705929) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Phillip Levy (CRD# 5325276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bernardino, CA and has over 16 years of experience in the finance industry.
Haddon Libby (CRD# 3063645) is an Investment Advisor Representative working at Winslow Drake, Inc. in Cathedral City, CA and has over 25 years of experience in the finance industry.
Jeremy Lindsey (CRD# 5231102) is an Investment Advisor Representative working at Clarity Advisors Group, Inc. in Redlands, CA and has over 10 years of experience in the finance industry.
Joshua Lindsey (CRD# 4467256) is an Investment Advisor Representative working at Money Strategies, Inc. in Redlands, CA and has 1 year of experience in the finance industry. Joshua Lindsey 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.