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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
Robert Lobdell (CRD# 2407617) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Honolulu, HI and has over 27 years of experience in the finance industry.
Tracey Lyum (CRD# 3232959) is an Investment Advisor Representative working at Lpl Financial LLC in Pearl City, HI and has over 24 years of experience in the finance industry.
Dean Matsumoto (CRD# 5424915) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Honolulu, HI and has over 15 years of experience in the finance industry.
Taylor McClafferty (CRD# 6757472) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kailua, HI and has over 7 years of experience in the finance industry.
Francis McRoberts (CRD# 812207) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kailua, HI and has over 42 years of experience in the finance industry. Francis McRoberts 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.
Paul McWilliams (CRD# 6258785) is an Investment Advisor Representative working at Inspire Advisors, LLC in Kailua, HI and has over 9 years of experience in the finance industry.
Mel Mendonca (CRD# 1644665) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 37 years of experience in the finance industry.
Sandra Mew-Mcroberts (CRD# 1072446) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kailua, HI and has over 41 years of experience in the finance industry. Sandra Mew-Mcroberts 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.
Tadahiro Meya (CRD# 6757903) is an Investment Advisor Representative working at Edward Jones in Mililani, HI and has over 6 years of experience in the finance industry.
Markk Middleton (CRD# 3017457) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kapolei, HI and has over 25 years of experience in the finance industry.