-
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
Myung Lee (CRD# 5612549) is an Investment Advisor Representative working at Simple Portfolio Management, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.
Larry Levenstone (CRD# 847810) is an Investment Advisor Representative working at Western International Securities in Irvine, CA and has over 34 years of experience in the finance industry.
Richard Lewis (CRD# 5198973) is an Investment Advisor Representative working at White Stork Asset Management LLC in Irvine, CA and has 1 year of experience in the finance industry.
Philip Milner (CRD# 4329088) is an Investment Advisor Representative working at Norberg Capital Management, LLC in Irvine, CA and has over 23 years of experience in the finance industry.
John O'connell (CRD# 867729) is an Investment Advisor Representative working at John G. O'connell in Irvine, CA and has over 42 years of experience in the finance industry.
Edward Pappas (CRD# 2842584) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Irvine, CA and has over 27 years of experience in the finance industry.
Marlene Perez (CRD# 1016136) is an Investment Advisor Representative working at Lincoln Investment in Irvine, CA and has over 13 years of experience in the finance industry.
Ronald Perez (CRD# 4355551) is an Investment Advisor Representative working at Lincoln Investment in Irvine, CA and has over 22 years of experience in the finance industry.
David Peterson (CRD# 1704206) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvine, CA and has over 30 years of experience in the finance industry.
Randy Pierce (CRD# 1873156) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 24 years of experience in the finance industry.