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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
Bruce Lin (CRD# 2247780) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Danville, CA and has over 31 years of experience in the finance industry.
Robert Lucia (CRD# 1363878) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in Danville, CA and has over 24 years of experience in the finance industry.
Scott Lucia (CRD# 4880277) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in Danville, CA and has over 20 years of experience in the finance industry. Scott Lucia 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.
Erny Malakoff (CRD# 1528654) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 33 years of experience in the finance industry.
Joel Malakoff (CRD# 4756234) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 18 years of experience in the finance industry. Joel Malakoff 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.
Travis McEuen (CRD# 6752241) is an Investment Advisor Representative working at Edelman Financial Engines in Danville, CA and has over 7 years of experience in the finance industry. Travis McEuen 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 Mensendiek (CRD# 730829) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Danville, CA and has over 32 years of experience in the finance industry.
Christopher Mercado (CRD# 2827417) is an Investment Advisor Representative working at Mariner Independent in Danville, CA and has over 26 years of experience in the finance industry.
Elizabeth Mintzer (CRD# 6835434) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, CA and has over 5 years of experience in the finance industry.
Lee Molendyk (CRD# 2869353) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 26 years of experience in the finance industry.