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Distance Only Diamond Bar, 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
Davee Hazama (CRD# 3197620) is an Investment Advisor Representative working at Onedigital Investment Advisors in Diamond Bar, CA and has over 24 years of experience in the finance industry.
Lawrence Hoey (CRD# 5003498) is an Investment Advisor Representative working at Lpl Financial LLC in Diamond Bar, CA and has over 18 years of experience in the finance industry.
James Hu (CRD# 4601732) is an Investment Advisor Representative working at Mutual Advisors, LLC in Diamond Bar, CA and has over 21 years of experience in the finance industry. James Hu 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.
Syauching Hung (CRD# 4752296) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 20 years of experience in the finance industry.
Brian Kim (CRD# 4147796) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Michael Lagos (CRD# 1763163) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 29 years of experience in the finance industry. Michael Lagos 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.
Michelle Chung-hui Lai (CRD# 5748202) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Diamond Bar, CA and has over 12 years of experience in the finance industry. Michelle Chung-hui Lai 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.
Patrick Lau (CRD# 1303975) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Faith Lee (CRD# 2715226) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 28 years of experience in the finance industry.
K Lee (CRD# 5939306) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 12 years of experience in the finance industry.