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Distance Only Brea, CA
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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
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.
Joanna Correa (CRD# 5235529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 16 years of experience in the finance industry.
John Cowley (CRD# 2769857) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 26 years of experience in the finance industry.
Christian Cruz (CRD# 5130013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 17 years of experience in the finance industry.
John Dauphin (CRD# 2536681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 27 years of experience in the finance industry.
Thomas Davis (CRD# 1162602) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 40 years of experience in the finance industry.
Tirso De Anda (CRD# 2843359) is an Investment Advisor Representative working at Edward Jones in Brea, CA and has over 27 years of experience in the finance industry.
Scott Devens (CRD# 3013405) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 26 years of experience in the finance industry.
Caleb Dolifka (CRD# 6342265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 6 years of experience in the finance industry.
Louis Dong (CRD# 2813204) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brea, CA and has over 27 years of experience in the finance industry.