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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
Jeffrey Carlos (CRD# 5500481) 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.
Brian Dawidowicz (CRD# 4473563) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Mesa, CA and has over 22 years of experience in the finance industry. Brian Dawidowicz 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.
Christine Dellacato (CRD# 1922775) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in La Mesa, CA and has over 34 years of experience in the finance industry.
Raymond Dexter (CRD# 1373943) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 37 years of experience in the finance industry.
Hernan Diaz (CRD# 5910136) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Mesa, CA and has over 12 years of experience in the finance industry.
Christopher Drake (CRD# 6369636) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 8 years of experience in the finance industry.
Steven Farrington (CRD# 5624776) is an Investment Advisor Representative working at Esi Financial Services, Inc. in La Mesa, CA and has 1 year of experience in the finance industry. Steven Farrington 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.
Stephen Geribo (CRD# 2567336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Mesa, CA and has over 26 years of experience in the finance industry.
Nicole Gilbert (CRD# 5376582) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 16 years of experience in the finance industry.
Kiley Grunstad (CRD# 5168964) is an Investment Advisor Representative working at Edward Jones in La Mesa, CA and has over 17 years of experience in the finance industry.