-
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
Kimberly Kurek (CRD# 6421870) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 7 years of experience in the finance industry.
Jeremy Laub (CRD# 3175099) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in El Cajon, CA and has over 25 years of experience in the finance industry.
Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Jamie Lima (CRD# 5138442) is an Investment Advisor Representative working at Woodson Wealth Management in Ramona, CA and has over 17 years of experience in the finance industry. Jamie Lima 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.
Laurie Lipman (CRD# 4430532) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 22 years of experience in the finance industry.
John Loehr (CRD# 6915934) is an Investment Advisor Representative working at Edward Jones in Santee, CA and has over 6 years of experience in the finance industry.
John Lutz (CRD# 1154888) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 36 years of experience in the finance industry.
Joseph Lutz (CRD# 2529263) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 29 years of experience in the finance industry. Joseph Lutz 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.
Mike Marabeas (CRD# 5089404) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in La Mesa, CA and has over 16 years of experience in the finance industry.
Scott Martineau (CRD# 4201435) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 23 years of experience in the finance industry.