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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
Glenn Carlson (CRD# 2170921) is an Investment Advisor Representative working at Brandes Investment Partners, LP in La Jolla, CA and has over 32 years of experience in the finance industry.
Kathleen Carre (CRD# 2564759) is an Investment Advisor Representative working at Morgan Stanley in La Jolla, CA and has over 23 years of experience in the finance industry.
Steven Carter (CRD# 1389126) is an Investment Advisor Representative working at Carter Financial, LLC in La Jolla, CA and has over 37 years of experience in the finance industry. Steven Carter 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.
Steven Castillo (CRD# 4663677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 20 years of experience in the finance industry.
Alphonse Chan (CRD# 2577321) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in La Jolla, CA and has over 29 years of experience in the finance industry.
John Chapra (CRD# 4949654) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 15 years of experience in the finance industry. John Chapra 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.
Robert Choi (CRD# 1551781) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in La Jolla, CA and has over 26 years of experience in the finance industry.
Jada Coleman (CRD# 1499783) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 26 years of experience in the finance industry.
Hubert Collins (CRD# 51215) is an Investment Advisor Representative working at Grow Funds LLC in La Jolla, CA and has over 27 years of experience in the finance industry.
Meghann Connelly (CRD# 6310798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 8 years of experience in the finance industry.