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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 Miller (CRD# 4935224) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 18 years of experience in the finance industry.
Monzur Mollah (CRD# 2775732) is an Investment Advisor Representative working at Eagle Strategies LLC in Brea, CA and has over 27 years of experience in the finance industry.
Virginia Mondonedo (CRD# 5887295) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 13 years of experience in the finance industry.
Christina Moon (CRD# 6778624) is an Investment Advisor Representative working at Morgan Stanley in Brea, CA and has over 5 years of experience in the finance industry.
Richard Moon (CRD# 6025120) is an Investment Advisor Representative working at Ascendant Capital Management in Brea, CA and has over 10 years of experience in the finance industry.
Grant Moulton (CRD# 6168407) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 4 years of experience in the finance industry.
Krista Murray (CRD# 5047428) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 18 years of experience in the finance industry. Krista Murray 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.
William Murray (CRD# 2386031) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 30 years of experience in the finance industry.
Joshua Murty (CRD# 4829111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 19 years of experience in the finance industry.
Alan Nakamura (CRD# 1957354) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 34 years of experience in the finance industry.