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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
Taylor Jobe (CRD# 6555891) is an Investment Advisor Representative working at Mkt Advisors LLC in Escondido, CA and has over 8 years of experience in the finance industry.
Kenneth Johnson (CRD# 2528405) is an Investment Advisor Representative working at Edward Jones in Escondido, CA and has over 29 years of experience in the finance industry.
William Keesling (CRD# 4698475) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Escondido, CA and has over 20 years of experience in the finance industry.
Duane Knopke (CRD# 813353) is an Investment Advisor Representative working at Independent Financial Group, LLC in Escondido, CA and has over 40 years of experience in the finance industry.
Shane Kochon (CRD# 5296319) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Escondido, CA and has over 12 years of experience in the finance industry.
Mark Lamb (CRD# 2248587) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 31 years of experience in the finance industry.
Manuel Martinez (CRD# 840279) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Escondido, CA and has over 20 years of experience in the finance industry.
Marvin Mills (CRD# 336023) is an Investment Advisor Representative working at Strategic Income Advisors in Escondido, CA and has over 31 years of experience in the finance industry.
Lahnna Morton (CRD# 5313661) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 17 years of experience in the finance industry.
John Richardson (CRD# 4372570) is an Investment Advisor Representative working at Red Seven in Escondido, CA and has over 22 years of experience in the finance industry. John Richardson 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.