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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
Steven Adelizi (CRD# 1014208) is an Investment Advisor Representative working at Wells Fargo Advisors in Santa Ana, CA and has over 42 years of experience in the finance industry.
Larry Aguayo (CRD# 3222215) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Long Beach, CA and has over 24 years of experience in the finance industry.
Tom Aguilera (CRD# 4212310) is an Investment Advisor Representative working at Lpl Financial LLC in Placentia, CA and has over 23 years of experience in the finance industry.
Veronica Aguirre (CRD# 2506533) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pasadena, CA and has over 26 years of experience in the finance industry.
James Ahn (CRD# 5467210) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 16 years of experience in the finance industry. James Ahn 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.
Ivan Albarran (CRD# 5368187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 16 years of experience in the finance industry.
Rebecca Albert (CRD# 4785517) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 5 years of experience in the finance industry.
Davis Aldana (CRD# 5436125) is an Investment Advisor Representative working at Lpl Financial LLC in Los Alamitos, CA and has over 16 years of experience in the finance industry.
Mark Aleman (CRD# 2922342) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Riverside, CA and has over 26 years of experience in the finance industry.
Claire Alexander (CRD# 6393214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 7 years of experience in the finance industry.