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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
Tiffany Le (CRD# 5052825) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 14 years of experience in the finance industry.
Karl Leal (CRD# 5747704) is an Investment Advisor Representative working at Leal Financial Planning in Campbell, CA and has over 14 years of experience in the finance industry. Karl Leal 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.
Chiapei Lin (CRD# 6841268) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 6 years of experience in the finance industry.
Hsien Lin (CRD# 3131802) is an Investment Advisor Representative working at Western International Securities in Campbell, CA and has over 25 years of experience in the finance industry.
David Lytle (CRD# 5916744) is an Investment Advisor Representative working at Waddell & Reed in Campbell, CA and has over 5 years of experience in the finance industry. 408-369-9400 x211
Cheryl Marquez (CRD# 1903735) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 24 years of experience in the finance industry. Cheryl Marquez 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.
John Masegian (CRD# 4782088) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 20 years of experience in the finance industry.
Christine Mason Leis (CRD# 6991657) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Campbell, CA and has over 5 years of experience in the finance industry.
Jacqueline Mayer (CRD# 1046566) is an Investment Advisor Representative working at Avantax Advisory Services in Campbell, CA and has over 28 years of experience in the finance industry. Jacqueline Mayer 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.
Kyle McCauley (CRD# 6309847) is an Investment Advisor Representative working at Entrust Investment Services, Inc. in Campbell, CA and has over 7 years of experience in the finance industry.