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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
Gabriel Adams (CRD# 6330565) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 8 years of experience in the finance industry. Gabriel Adams 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 La Mesa, 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.
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.
Kamron Bahrami (CRD# 6326433) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 9 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.
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.
Saundra Benjamin (CRD# 3104647) is an Investment Advisor Representative working at Bruce Mcindoe & Associates, Inc. in La Mesa, CA and has over 6 years of experience in the finance industry.
Gregory Brown (CRD# 6098080) is an Investment Advisor Representative working at Osaic Wealth, Inc. in La Mesa, CA and has over 11 years of experience in the finance industry.