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Distance Only Calabasas, 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
Mark Kennedy (CRD# 4421964) is an Investment Advisor Representative working at Kennedy Wealth Management, LLC in Calabasas, CA and has over 22 years of experience in the finance industry.
Heghine Kirakosyan (CRD# 5960999) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 11 years of experience in the finance industry.
Aaron Kirsch (CRD# 4382602) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Calabasas, CA and has over 23 years of experience in the finance industry. Aaron Kirsch has taken additional exams to become a Certified Financial Planner (CFP®).
William Knapp (CRD# 3132850) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Calabasas, CA and has over 25 years of experience in the finance industry.
Justin Krane (CRD# 2517294) is an Investment Advisor Representative working at Krane Financial Solutions in Calabasas, CA and has over 28 years of experience in the finance industry. Justin Krane has taken additional exams to become a Certified Financial Planner (CFP®).
Daniel Krause (CRD# 2158274) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Calabasas, CA and has over 33 years of experience in the finance industry.
Gina Lapiner (CRD# 2218111) is an Investment Advisor Representative working at Edward Jones in Calabasas, CA and has over 32 years of experience in the finance industry. Gina Lapiner has taken additional exams to become a Certified Financial Planner (CFP®).
Julie Lee (CRD# 1623585) is an Investment Advisor Representative working at Eagle Strategies LLC in Calabasas, CA and has over 30 years of experience in the finance industry.
Gary Levenstein (CRD# 1377536) is an Investment Advisor Representative working at Lindbrook Capital, LLC in Calabasas, CA and has over 39 years of experience in the finance industry.
Ryan Liljegren (CRD# 2673829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 26 years of experience in the finance industry.