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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
Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 37 years of experience in the finance industry.
Marc Koven (CRD# 4916658) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.
Michael Krmpotich (CRD# 275679) is an Investment Advisor Representative working at Wedbush Securities Inc. in Indian Wells, CA and has over 41 years of experience in the finance industry.
Brandt Kuhn (CRD# 5103304) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Palm Desert, CA and has over 15 years of experience in the finance industry. Brandt Kuhn 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.
William Lacy (CRD# 1216896) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 40 years of experience in the finance industry.
Shattuck Lamm (CRD# 4281570) is an Investment Advisor Representative working at Keystone Private Wealth in Palm Desert, CA and has over 22 years of experience in the finance industry.
Alexa Lawson (CRD# 3245857) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 16 years of experience in the finance industry.
David Leach (CRD# 1252833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Desert, CA and has over 40 years of experience in the finance industry.
Marsha Lee (CRD# 1028237) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 41 years of experience in the finance industry.
Daniel Levine (CRD# 1054339) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Desert, CA and has over 38 years of experience in the finance industry.