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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
Serena Lam (CRD# 6211586) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 5 years of experience in the finance industry. Serena Lam 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.
Christine Lapidus (CRD# 5930015) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 12 years of experience in the finance industry.
Amy Lilly (CRD# 2457293) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 13 years of experience in the finance industry.
Gladys Limones (CRD# 2133333) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 21 years of experience in the finance industry.
Eric McDermott (CRD# 5854797) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 12 years of experience in the finance industry.
Gabriel Millar (CRD# 6751794) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 6 years of experience in the finance industry.
Adam Moody (CRD# 6438892) is an Investment Advisor Representative working at Financial Designs Corporation in Claremont, CA and has 1 year of experience in the finance industry.
Linda Neuenburg (CRD# 6733364) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 8 years of experience in the finance industry. Linda Neuenburg 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.
Catherine O'brien (CRD# 1016899) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 25 years of experience in the finance industry.
David Paik (CRD# 4685299) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Claremont, CA and has over 20 years of experience in the finance industry.