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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
Lisa Detanna (CRD# 1979568) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 34 years of experience in the finance industry.
Garrett Devine (CRD# 3082464) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.
Kristina Downing (CRD# 5119346) is an Investment Advisor Representative working at Aire Advisors, LLC in Beverly Hills, CA and has over 16 years of experience in the finance industry.
Nicholas Duff (CRD# 6818445) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 5 years of experience in the finance industry.
Patrick Dwyer (CRD# 4217501) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 23 years of experience in the finance industry. Patrick Dwyer 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.
Jennifer Earnest (CRD# 6113000) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 11 years of experience in the finance industry. Jennifer Earnest 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.
Rina Echavez (CRD# 2438658) is an Investment Advisor Representative working at Svb Wealth in Beverly Hills, CA and has over 30 years of experience in the finance industry.
Sean Edrington (CRD# 4333851) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 22 years of experience in the finance industry.
Susan Edwards (CRD# 1811942) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 30 years of experience in the finance industry.
Troy Edwards (CRD# 7035503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 5 years of experience in the finance industry.