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Distance Only Huntington Beach, CA
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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
Benedicto Santiago (CRD# 4665746) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntington Beach, CA and has over 20 years of experience in the finance industry.
Elmer Sarmiento (CRD# 5910407) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 12 years of experience in the finance industry.
Donald Scrimgeour (CRD# 4587400) is an Investment Advisor Representative working at Core Capital Management, LLC in Huntington Beach, CA and has over 21 years of experience in the finance industry. Donald Scrimgeour 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.
Margaret Sheldon (CRD# 2161579) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 32 years of experience in the finance industry. Margaret Sheldon 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.
Philip Soto (CRD# 3079204) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Huntington Beach, CA and has over 23 years of experience in the finance industry.
Brian Spahr (CRD# 2213298) is an Investment Advisor Representative working at Spahr Financial Group, LLC in Huntington Beach, CA and has over 32 years of experience in the finance industry. Brian Spahr 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.
Gary Springer (CRD# 2459158) is an Investment Advisor Representative working at Edward Jones in Huntington Beach, CA and has over 29 years of experience in the finance industry.
Allison Taylor (CRD# 2578390) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 27 years of experience in the finance industry.
Elizabeth Thai (CRD# 5587342) is an Investment Advisor Representative working at Edward Jones in Huntington Beach, CA and has over 15 years of experience in the finance industry.
Claire Thornton (CRD# 6504702) is an Investment Advisor Representative working at Apella Wealth in Huntington Beach, CA and has over 7 years of experience in the finance industry. Claire Thornton 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.