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Distance Only Costa Mesa, CA
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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
Karen Lomas (CRD# 6672589) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 7 years of experience in the finance industry.
Ray Lombardo (CRD# 1865438) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry.
Glenn Lyons (CRD# 4661216) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry.
Kevin Mahoney (CRD# 4337906) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Rana Maida (CRD# 5463167) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 16 years of experience in the finance industry.
Rosemary Martinez (CRD# 3110690) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 24 years of experience in the finance industry.
Cory Matsumoto (CRD# 5183211) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 11 years of experience in the finance industry.
Mark Maxson (CRD# 4058561) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 24 years of experience in the finance industry.
Patrick Maxwell (CRD# 6384108) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.
Brendan McGillick (CRD# 4536910) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 21 years of experience in the finance industry.