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Distance Only El Cajon, 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
John Lattarulo (CRD# 4125522) is an Investment Advisor Representative working at Jbl Wealth Strategies in El Cajon, CA and has over 24 years of experience in the finance industry. John Lattarulo 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.
Jeremy Laub (CRD# 3175099) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in El Cajon, CA and has over 25 years of experience in the finance industry.
Rhonda Mills (CRD# 1445754) is an Investment Advisor Representative working at Lpl Financial LLC in El Cajon, CA and has over 38 years of experience in the finance industry.
Jessica Mohrman (CRD# 4356919) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in El Cajon, CA and has over 20 years of experience in the finance industry.
Samuel Nunez (CRD# 2344573) is an Investment Advisor Representative working at Bolton Global Asset Management in El Cajon, CA and has over 30 years of experience in the finance industry.
Robert Peterson (CRD# 2408362) is an Investment Advisor Representative working at State Farm Investment Management Corp. in El Cajon, CA and has over 30 years of experience in the finance industry.
Theodore Roman (CRD# 853686) is an Investment Advisor Representative working at Roman Financial Advisors in El Cajon, CA and has over 33 years of experience in the finance industry. Theodore Roman 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.
Michael Rundlett (CRD# 2151068) is an Investment Advisor Representative working at Lpl Financial LLC in El Cajon, CA and has over 32 years of experience in the finance industry. Michael Rundlett 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.
Charles Shackelford (CRD# 1188977) is an Investment Advisor Representative working at Independent Financial Group, LLC in El Cajon, CA and has over 38 years of experience in the finance industry.
Douglas Steiner (CRD# 4946402) is an Investment Advisor Representative working at State Farm Investment Management Corp. in El Cajon, CA and has over 18 years of experience in the finance industry.