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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
Taylor Johnson (CRD# 6441436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Calabasas, CA and has over 8 years of experience in the finance industry.
Alan Kane (CRD# 1058621) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 41 years of experience in the finance industry. Alan Kane 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.
Alim Kassam (CRD# 3082938) is an Investment Advisor Representative working at Rama Capital Partners in Calabasas, CA and has over 11 years of experience in the finance industry.
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 22 years of experience in the finance industry. Aaron Kirsch 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.
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®). 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 Krause (CRD# 2158274) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Calabasas, CA and has over 32 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.