-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gary Wei (CRD# 4425918) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Canyon Country, CA and has over 22 years of experience in the finance industry.
Ralph Williams (CRD# 805613) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Palmdale, CA and has over 39 years of experience in the finance industry. Ralph Williams 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.
Adam Wims (CRD# 6903089) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Clarita, CA and has over 5 years of experience in the finance industry.
Bret Wims (CRD# 2183103) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Clarita, CA and has over 32 years of experience in the finance industry.
Patrick Batac (CRD# 5293181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newhall, CA and has 1 year of experience in the finance industry.
Connor Dominici (CRD# 7396176) is an Investment Advisor Representative working at Creative Planning in Santa Clarita, CA and has over 2 years of experience in the finance industry. Connor Dominici 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.
Carrisa Flores (CRD# 7632288) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Brandon Floyd (CRD# 7296533) is an Investment Advisor Representative working at Lpl Financial LLC in Palmdale, CA and has 1 year of experience in the finance industry.
Anthony Goring (CRD# 7684538) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Zachary Johnson (CRD# 7904898) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.