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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
Betty Chin (CRD# 5359336) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 5 years of experience in the finance industry.
Stephen Cho (CRD# 3182355) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 21 years of experience in the finance industry.
Jenny Choe (CRD# 6475281) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 8 years of experience in the finance industry.
David Chong (CRD# 5254063) is an Investment Advisor Representative working at Oaktree Wealth Group Inc. in Brea, CA and has over 17 years of experience in the finance industry. David Chong 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.
Danova Chow (CRD# 1983698) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Brea, CA and has over 33 years of experience in the finance industry.
Pengnian Chu (CRD# 4675387) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 18 years of experience in the finance industry. Pengnian Chu 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.
Daniel Chung (CRD# 5077903) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 17 years of experience in the finance industry.
Susan Chung (CRD# 3050679) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brea, CA and has over 25 years of experience in the finance industry.
West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 10 years of experience in the finance industry. West Cohan 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.
Barbara Cole (CRD# 1704103) is an Investment Advisor Representative working at Eagle Strategies LLC in Orange, CA and has over 29 years of experience in the finance industry.