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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
Daniel Castro (CRD# 6936640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 5 years of experience in the finance industry.
Andrew Goins (CRD# 6056176) is an Investment Advisor Representative working at Primerica Advisors in Chula Vista, CA and has over 11 years of experience in the finance industry.
William Greenwald (CRD# 1537372) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Chula Vista, CA and has over 16 years of experience in the finance industry.
Kunal Gupta (CRD# 7422088) is an Investment Advisor Representative working at Gold Path Investment Group in Chula Vista, CA and has 1 year of experience in the finance industry.
Kristin Krueger (CRD# 7508677) is an Investment Advisor Representative working at Edward Jones in Chula Vista, CA and has 1 year of experience in the finance industry.
Eddie McGee (CRD# 7164471) is an Investment Advisor Representative working at Smith & Wyatt in Chula Vista, CA and has over 4 years of experience in the finance industry.
Dhansukhbhai Patel (CRD# 3053958) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chula Vista, CA and has over 23 years of experience in the finance industry.
Damian Sanchez (CRD# 7386768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 2 years of experience in the finance industry.
Davee Schulte (CRD# 2814412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chula Vista, CA and has over 7 years of experience in the finance industry.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.