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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
Brooke Kelly (CRD# 6735821) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 7 years of experience in the finance industry. Brooke Kelly 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.
Damien Lanyon (CRD# 3032321) is an Investment Advisor Representative working at Lanyon Advisory Services in Del Mar, CA and has over 25 years of experience in the finance industry. Damien Lanyon 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.
Constance Maples (CRD# 2565649) is an Investment Advisor Representative working at Lanyon Advisory Services in Del Mar, CA and has over 29 years of experience in the finance industry. Constance Maples 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.
James McDermott (CRD# 5626503) is an Investment Advisor Representative working at Mml Investors Services, LLC in Del Mar, CA and has over 15 years of experience in the finance industry.
Matthew Molstre (CRD# 4661691) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 18 years of experience in the finance industry.
Tom Ngo (CRD# 4494020) is an Investment Advisor Representative working at Bakeravenue in Del Mar, CA and has over 21 years of experience in the finance industry. Tom Ngo 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.
Sean Ohara (CRD# 3147844) is an Investment Advisor Representative working at Kelley Investments in Del Mar, CA and has over 24 years of experience in the finance industry.
Khatchig Philibbossian (CRD# 6132433) is an Investment Advisor Representative working at S.a.a.k. Advisors in Del Mar, CA and has over 11 years of experience in the finance industry.
Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 years of experience in the finance industry. Ryan Richardson 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.
David Saviage (CRD# 2232971) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 31 years of experience in the finance industry.