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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
Alex Klingensmith (CRD# 5976863) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 12 years of experience in the finance industry. Alex Klingensmith 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.
Victor Koby (CRD# 1241598) is an Investment Advisor Representative working at Lpl Financial LLC in Carlsbad, CA and has over 40 years of experience in the finance industry.
Troy Koepplin (CRD# 2735220) is an Investment Advisor Representative working at Lpl Financial LLC in Carlsbad, CA and has over 28 years of experience in the finance industry.
Danny Kominski (CRD# 5780204) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.
Steven Krogh (CRD# 1498848) is an Investment Advisor Representative working at Lpl Financial LLC in Carlsbad, CA and has over 38 years of experience in the finance industry. Steven Krogh 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.
Robert Kuech (CRD# 874818) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 37 years of experience in the finance industry.
Victoria Kugler (CRD# 1741407) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 15 years of experience in the finance industry.
Jason Labrum (CRD# 3129980) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry. Jason Labrum 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.
Timothy Lackey (CRD# 4538907) is an Investment Advisor Representative working at Centered Financial in Carlsbad, CA and has over 21 years of experience in the finance industry.
Lawrence Ladd (CRD# 2300135) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 31 years of experience in the finance industry. Lawrence Ladd 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.