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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
Charles Orley (CRD# 1462136) is an Investment Advisor Representative working at Centaurus Financial, Inc. in La Mesa, CA and has over 38 years of experience in the finance industry.
Valerie Peck (CRD# 4694580) is an Investment Advisor Representative working at Peck Financial Advisors in La Mesa, CA and has over 20 years of experience in the finance industry. Valerie Peck 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.
Jelveh Pedraza (CRD# 5570561) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.
Melanie Pena (CRD# 4307541) is an Investment Advisor Representative working at Lpl Financial LLC in Santee, CA and has over 20 years of experience in the finance industry.
Robert Peterson (CRD# 2408362) is an Investment Advisor Representative working at State Farm Investment Management Corp. in El Cajon, CA and has over 30 years of experience in the finance industry.
Carie Phelps Estrada (CRD# 4230068) is an Investment Advisor Representative working at J2x Legacy Advisors LLC in Spring Valley, CA and has over 23 years of experience in the finance industry.
James Provencher (CRD# 2665851) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ramona, CA and has over 28 years of experience in the finance industry.
Michael Randall (CRD# 6889609) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 6 years of experience in the finance industry. Michael Randall 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.
Joel Rohn (CRD# 1475521) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 15 years of experience in the finance industry.
Theodore Roman (CRD# 853686) is an Investment Advisor Representative working at Roman Financial Advisors in El Cajon, CA and has over 33 years of experience in the finance industry. Theodore Roman 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.