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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
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 17 years of experience in the finance industry. Matt Addington 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.
Penny Agnew (CRD# 2374112) 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.
Irma Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in El Cajon, CA and has over 19 years of experience in the finance industry.
Eric Anderson (CRD# 6399049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Mesa, CA and has over 9 years of experience in the finance industry.
Kevin Appelbaum (CRD# 2732809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in El Cajon, CA and has over 27 years of experience in the finance industry.
Erin Arellano (CRD# 4389222) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 21 years of experience in the finance industry.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 14 years of experience in the finance industry. David Baldwin 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.
Jason Barney (CRD# 3167740) is an Investment Advisor Representative working at Wealth Alliance, LLC in El Cajon, CA and has over 25 years of experience in the finance industry.
Warren Barrett (CRD# 5952363) is an Investment Advisor Representative working at Global View Capital Management LLC in El Cajon, CA and has over 12 years of experience in the finance industry.
Fiel Barrow (CRD# 5498447) is an Investment Advisor Representative working at Alpha & Omega in La Mesa, CA and has over 8 years of experience in the finance industry.