-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Allred (CRD# 4039140) is an Investment Advisor Representative working at Lpl Financial LLC in Solana Beach, CA and has over 24 years of experience in the finance industry.
Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 37 years of experience in the finance industry.
Colin Beamish (CRD# 5162074) is an Investment Advisor Representative working at City National Securities, Inc. in Solana Beach, CA and has over 11 years of experience in the finance industry. Colin Beamish 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.
Jon Beyrer (CRD# 4774761) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Jon Beyrer 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 Brenner (CRD# 1370881) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 38 years of experience in the finance industry.
Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.
I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis. My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.
Frederick Brooks (CRD# 3157903) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 25 years of experience in the finance industry. Frederick Brooks 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.
Brian Caine (CRD# 2753379) is an Investment Advisor Representative working at Csj Wealth Management, LLC in Solana Beach, CA and has over 27 years of experience in the finance industry.
Herman Chang (CRD# 2547864) is an Investment Advisor Representative working at Cornerstone Asset Advisors Inc. in Solana Beach, CA and has over 29 years of experience in the finance industry.
James Conole (CRD# 5958476) is an Investment Advisor Representative working at Root Financial Partners in Solana Beach, CA and has over 10 years of experience in the finance industry. James Conole 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.