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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
David Levinson (CRD# 705929) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Haddon Libby (CRD# 3063645) is an Investment Advisor Representative working at Winslow Drake, Inc. in Cathedral City, CA and has over 25 years of experience in the finance industry.
Mary Limont (CRD# 1698577) is an Investment Advisor Representative working at Cooper Mcmanus in Palm Desert, CA and has over 27 years of experience in the finance industry.
Jeffrey Litel (CRD# 6990043) is an Investment Advisor Representative working at Edward Jones in Yucca Valley, CA and has over 5 years of experience in the finance industry.
Patrick Lizza (CRD# 5985854) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 12 years of experience in the finance industry.
Lucian Lobelkarimi (CRD# 6332545) is an Investment Advisor Representative working at Luke Capital in Palm Springs, CA and has over 9 years of experience in the finance industry.
John Lowey (CRD# 4760523) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 20 years of experience in the finance industry.
Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 39 years of experience in the finance industry.
Robert Machado (CRD# 4935167) is an Investment Advisor Representative working at Compass Rose Financial Planning & Investment Management in Palm Springs, CA and has over 18 years of experience in the finance industry. Robert Machado 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.
Brette Maclean (CRD# 5470794) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 16 years of experience in the finance industry.