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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
Kalena Teufel (CRD# 7794876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.
Philip Thomas (CRD# 7386294) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.
Lauren Trumbull (CRD# 7817249) is an Investment Advisor Representative working at Krane Financial Solutions in Calabasas, CA and has 1 year of experience in the finance industry.
Thao Truong (CRD# 7247090) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry. Thao Truong 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.
Consuelo Webb (CRD# 4203954) is an Investment Advisor Representative working at Mari Legacy Group, LLC in Calabasas, CA and has 1 year of experience in the finance industry.
Jon Wingent (CRD# 7551340) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he...
Scott Swanson (CRD# 6491551) is an Investment Advisor Representative working at Quantum Financial Advisors, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry. Scott Swanson 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 putclients' interests first and comply with the Financial Planning Practice...
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 39 years of experience in the finance industry.