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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
Peggy Allen (CRD# 2050315) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 23 years of experience in the finance industry.
Phillip Allen (CRD# 1337542) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 39 years of experience in the finance industry.
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
William Allred (CRD# 4039140) is an Investment Advisor Representative working at Lpl Financial LLC in Solana Beach, CA and has over 24 years of experience in the finance industry.
Gregg Alsbury (CRD# 6125917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry. Gregg Alsbury 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.
Mohamed Alsoraimi (CRD# 5319490) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Scott Altenburg (CRD# 2357667) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.
Rick Alvarado (CRD# 2085020) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 33 years of experience in the finance industry. Rick Alvarado 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.
Kathryn Alvarez (CRD# 5433198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 14 years of experience in the finance industry.
Avinash Alwani (CRD# 5668329) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carlsbad, CA and has over 12 years of experience in the finance industry.