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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
Derrick Avelar (CRD# 4525281) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Derrick Avelar 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.
Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 35 years of experience in the finance industry.
Andrew Axelson (CRD# 5717094) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 14 years of experience in the finance industry. Andrew Axelson 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.
John Ayala (CRD# 5784639) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 13 years of experience in the finance industry.
Robert Babcock (CRD# 4567669) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 18 years of experience in the finance industry.
Marnie Baird (CRD# 6150474) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry. Marnie Baird 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.
Bruce Baker (CRD# 1844783) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 35 years of experience in the finance industry.
Chris Baker (CRD# 5952996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encinitas, CA and has over 11 years of experience in the finance industry.
Douglas Baker (CRD# 2475949) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 30 years of experience in the finance industry.
Kimberly Bakos (CRD# 2002064) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 17 years of experience in the finance industry.