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Distance Only Encinitas, 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
Andrea Chillak (CRD# 1359183) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Encinitas, CA and has over 39 years of experience in the finance industry.
Andrew Cornell (CRD# 7080451) is an Investment Advisor Representative working at Cornell Capital Group LLC in Encinitas, CA and has over 5 years of experience in the finance industry.
Shaun Cornell (CRD# 7079917) is an Investment Advisor Representative working at Cornell Capital Group LLC in Encinitas, CA and has over 8 years of experience in the finance industry.
Kathleen Covey (CRD# 874975) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encinitas, CA and has over 28 years of experience in the finance industry. Kathleen Covey 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.
Brooke Delaney (CRD# 6557852) is an Investment Advisor Representative working at Global Retirement Partners LLC in Encinitas, CA and has over 8 years of experience in the finance industry.
Darren Devries (CRD# 6129629) is an Investment Advisor Representative working at Tweet Management Services, Inc. in Encinitas, CA and has over 10 years of experience in the finance industry.
Dean Ferraro (CRD# 6806498) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has over 6 years of experience in the finance industry.
John Ferraro (CRD# 6991644) is an Investment Advisor Representative working at Longhouse Wealth Management in Encinitas, CA and has over 5 years of experience in the finance industry.
Brian Field (CRD# 4354776) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 23 years of experience in the finance industry.
Scott Frank (CRD# 5408098) is an Investment Advisor Representative working at Stone Steps Financial, LLC in Encinitas, CA and has over 16 years of experience in the finance industry. Scott Frank 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.