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Distance Only La Mesa, CA
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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
Grant Knox (CRD# 2229618) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Robert Koba (CRD# 5046092) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in La Mesa, CA and has over 18 years of experience in the finance industry. Robert Koba 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.
Kimberly Kurek (CRD# 6421870) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 7 years of experience in the finance industry.
Laurie Lipman (CRD# 4430532) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 22 years of experience in the finance industry.
John Lutz (CRD# 1154888) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 36 years of experience in the finance industry.
Joseph Lutz (CRD# 2529263) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 29 years of experience in the finance industry. Joseph Lutz 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.
Mike Marabeas (CRD# 5089404) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in La Mesa, CA and has over 16 years of experience in the finance industry.
Scott Martineau (CRD# 4201435) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 23 years of experience in the finance industry.
Michele Medugno (CRD# 4611390) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in La Mesa, CA and has over 21 years of experience in the finance industry.
Molly Miller (CRD# 1074354) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 39 years of experience in the finance industry.