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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
Christopher Brown (CRD# 7240786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Cajon, CA and has over 3 years of experience in the finance industry.
Michael Holaday (CRD# 2314195) is an Investment Advisor Representative working at Infinity Financial Services Advisory in El Cajon, CA and has over 31 years of experience in the finance industry.
Robert Holaday (CRD# 1043463) is an Investment Advisor Representative working at Infinity Financial Services Advisory in El Cajon, CA and has over 37 years of experience in the finance industry.
Patrick Howard (CRD# 7025005) is an Investment Advisor Representative working at Lpl Financial LLC in El Cajon, CA and has over 3 years of experience in the finance industry.
Arturo Ramirez (CRD# 7599908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Cajon, CA and has 1 year of experience in the finance industry.
Valentine Roberts (CRD# 6956888) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Cajon, CA and has over 5 years of experience in the finance industry.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 16 years of experience in the finance industry. Paul Lim 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Scott Butera (CRD# 2946276) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry. Scott Butera 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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