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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
Brian Hoyt (CRD# 4544491) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Mesa, CA and has over 21 years of experience in the finance industry. Brian Hoyt 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.
Mark Hyma (CRD# 1900119) is an Investment Advisor Representative working at Avantax Advisory Services in La Mesa, CA and has over 28 years of experience in the finance industry.
James Jiao (CRD# 2544249) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in El Cajon, CA and has over 29 years of experience in the finance industry.
Bradley Johnston (CRD# 6906301) is an Investment Advisor Representative working at Fiduciary Benefits Group in Santee, CA and has over 6 years of experience in the finance industry. Bradley Johnston 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 Jones (CRD# 6481381) is an Investment Advisor Representative working at Edward Jones in El Cajon, CA and has over 8 years of experience in the finance industry.
Phillip Jones (CRD# 4788541) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 18 years of experience in the finance industry. Phillip Jones 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.
Scott Kilian (CRD# 4257022) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 23 years of experience in the finance industry. Scott Kilian 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.
Grant Knox (CRD# 2229618) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Robert Koba (CRD# 5046092) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in La Mesa, CA and has over 18 years of experience in the finance industry. Robert Koba 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.
Janet Kohrmann (CRD# 3144550) is an Investment Advisor Representative working at Farther in Santee, CA and has over 24 years of experience in the finance industry. Janet Kohrmann 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.