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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
Huan-bin Lee (CRD# 4011609) is an Investment Advisor Representative working at Morgan Stanley in Brea, CA and has over 24 years of experience in the finance industry.
Quan Lee (CRD# 2959357) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brea, CA and has over 26 years of experience in the finance industry.
Steven Lee (CRD# 3252137) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 24 years of experience in the finance industry.
Dingjian Li (CRD# 2673858) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 28 years of experience in the finance industry.
Ni Liang (CRD# 6388039) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 9 years of experience in the finance industry.
Benjamin Ling (CRD# 4638561) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 21 years of experience in the finance industry.
Evan Ling (CRD# 1819227) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 35 years of experience in the finance industry.
Felix Ling (CRD# 6975604) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 5 years of experience in the finance industry.
Jonathan Lising (CRD# 4634140) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 21 years of experience in the finance industry.
Jayce Lowe (CRD# 6036668) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 10 years of experience in the finance industry.