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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
Edward Kulow (CRD# 5883024) is an Investment Advisor Representative working at D.a. Davidson & Company in Encino, CA and has over 12 years of experience in the finance industry. Edward Kulow 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.
Scott Lam (CRD# 4107758) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 23 years of experience in the finance industry.
Kirk Lombard (CRD# 5164020) is an Investment Advisor Representative working at Lpl Financial LLC in Encino, CA and has over 17 years of experience in the finance industry. Kirk Lombard 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.
Horacio Lopez (CRD# 6582251) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 7 years of experience in the finance industry. Horacio Lopez 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.
James Madigan (CRD# 5509013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 11 years of experience in the finance industry.
Gary Madvin (CRD# 316747) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has over 32 years of experience in the finance industry.
Gabriel Marshi (CRD# 1991286) is an Investment Advisor Representative working at Bdc Investment Advisors, LLC in Encino, CA and has over 34 years of experience in the finance industry.
Daphne Martin (CRD# 4233356) is an Investment Advisor Representative working at D.a. Davidson & Company in Encino, CA and has over 23 years of experience in the finance industry.
Angel Matos (CRD# 4453306) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Encino, CA and has over 10 years of experience in the finance industry.
Gregory Meyer (CRD# 3088783) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encino, CA and has over 25 years of experience in the finance industry. Gregory Meyer 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.