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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
Courtland Alex (CRD# 2285309) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 31 years of experience in the finance industry.
Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 14 years of experience in the finance industry. Richard Alexander 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.
Andrea Alfi (CRD# 6340984) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 9 years of experience in the finance industry.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 31 years of experience in the finance industry.
David Almquist (CRD# 846960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 43 years of experience in the finance industry.
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.
David Altman (CRD# 1871039) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 35 years of experience in the finance industry.
Edmundo Alvarado (CRD# 6467279) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 7 years of experience in the finance industry.