-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 27 years of experience in the finance industry.
Lorraine Adams (CRD# 4272006) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 6 years of experience in the finance industry.
Jean-paul Afif (CRD# 6220262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 8 years of experience in the finance industry.
Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 12 years of experience in the finance industry. Richard Alexander 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.
Kathleen Ames (CRD# 4168826) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Brea, CA and has over 15 years of experience in the finance industry.
Rudy Anguiano (CRD# 5188950) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 15 years of experience in the finance industry.
Santiago Arreola Marcial (CRD# 7034273) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 3 years of experience in the finance industry.
George Avila (CRD# 2924574) is an Investment Advisor Representative working at Infinex Investments, Inc. in Brea, CA and has over 24 years of experience in the finance industry.
Colin Babb (CRD# 5380153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 10 years of experience in the finance industry.
Debasish Banerjee (CRD# 1555979) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 32 years of experience in the finance industry.