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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
Thomas Logue (CRD# 4441538) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fallbrook, CA and has over 22 years of experience in the finance industry.
Robert Menz (CRD# 5203185) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 17 years of experience in the finance industry.
Stephen Rohde (CRD# 2121439) is an Investment Advisor Representative working at Lpl Financial LLC in Fallbrook, CA and has over 32 years of experience in the finance industry.
Brian Schrock (CRD# 5494206) is an Investment Advisor Representative working at Edward Jones in Fallbrook, CA and has over 16 years of experience in the finance industry.
Scott Weber (CRD# 5056961) is an Investment Advisor Representative working at Wealthlynk, Inc. in Fallbrook, CA and has over 18 years of experience in the finance industry.
Jeffrey Wiyninger (CRD# 5458979) is an Investment Advisor Representative working at Pathway Advisors, LLC in Fallbrook, CA and has over 15 years of experience in the finance industry. Jeffrey Wiyninger 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.
Ben Bresnahan (CRD# 4926727) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fallbrook, CA and has over 19 years of experience in the finance industry.
Jennifer Forsstrom (CRD# 5637603) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fallbrook, CA and has 1 year of experience in the finance industry.
Marcelino Talavera (CRD# 7461387) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fallbrook, CA and has 1 year of experience in the finance industry.
Tommy Wadsworth (CRD# 7668428) is an Investment Advisor Representative working at Safe Harbor Assets in Fallbrook, CA and has 1 year of experience in the finance industry.