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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
Carl Grande (CRD# 6876875) is an Investment Advisor Representative working at First Advisors National, LLC in Glendora, CA and has over 6 years of experience in the finance industry.
Larry Gunstream (CRD# 1029445) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Glendora, CA and has over 42 years of experience in the finance industry.
Connie Jensen (CRD# 5839900) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Glendora, CA and has over 13 years of experience in the finance industry.
Allison Kapadia (CRD# 6624083) is an Investment Advisor Representative working at Lincoln Investment in Glendora, CA and has over 5 years of experience in the finance industry.
Eunice Kim (CRD# 4017881) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Glendora, CA and has over 16 years of experience in the finance industry. Eunice Kim 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.
Christopher Koning (CRD# 2681355) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glendora, CA and has over 28 years of experience in the finance industry.
Kevin Kurimoto (CRD# 4619583) is an Investment Advisor Representative working at Lincoln Investment in Glendora, CA and has over 21 years of experience in the finance industry. Kevin Kurimoto 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.
Nicholas Lancaster (CRD# 5915773) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Glendora, CA and has over 12 years of experience in the finance industry.
Christopher Laubach (CRD# 1013280) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glendora, CA and has over 42 years of experience in the finance industry.
Matthew Li (CRD# 4634626) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glendora, CA and has over 21 years of experience in the finance industry.