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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
Dennis Hou (CRD# 5755201) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 14 years of experience in the finance industry.
Paul Hsu (CRD# 5143928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brea, CA and has over 17 years of experience in the finance industry.
Cyndie Huang (CRD# 5280737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 15 years of experience in the finance industry.
Michael Hulley (CRD# 1352411) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 39 years of experience in the finance industry.
Chuck Ives (CRD# 2378298) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 30 years of experience in the finance industry.
Barrett Jackson (CRD# 6377596) 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.
James Kefalas (CRD# 4200176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry.
Aaron Khafi (CRD# 6069119) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 11 years of experience in the finance industry.
Stephen Kiernan (CRD# 1527372) is an Investment Advisor Representative working at Anchor Financial Group in Brea, CA and has over 27 years of experience in the finance industry. Stephen Kiernan 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.
Stacey Kim (CRD# 4646324) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 20 years of experience in the finance industry. Stacey Kim 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.