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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
Geojoe Thomas (CRD# 4663945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Escondido, CA and has over 12 years of experience in the finance industry.
Jennifer Thomas (CRD# 6006899) is an Investment Advisor Representative working at Tri-ad Capital Management I, LLC in Escondido, CA and has over 12 years of experience in the finance industry.
Jeffrey Todd (CRD# 2162072) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Escondido, CA and has over 31 years of experience in the finance industry.
Paula Traber (CRD# 4618185) is an Investment Advisor Representative working at Paula Traber Financial Services LLC in Escondido, CA and has over 21 years of experience in the finance industry.
Noel Trias (CRD# 1942747) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Escondido, CA and has over 33 years of experience in the finance industry.
Bartjan Vargas (CRD# 2769105) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Escondido, CA and has over 27 years of experience in the finance industry.
Christopher Ward (CRD# 2462629) is an Investment Advisor Representative working at Ward Capital Management LLC in Escondido, CA and has over 30 years of experience in the finance industry.
Yoko Wickersham (CRD# 3016411) is an Investment Advisor Representative working at Lpl Financial LLC in Escondido, CA and has over 25 years of experience in the finance industry. Yoko Wickersham 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.
David Wilson (CRD# 1446677) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 25 years of experience in the finance industry. David Wilson 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.
Kenneth Winter (CRD# 2592203) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Escondido, CA and has over 29 years of experience in the finance industry.