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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
David Krupp (CRD# 3154401) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 25 years of experience in the finance industry.
Jason Lane (CRD# 6093212) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 11 years of experience in the finance industry.
Nicholas Lentini (CRD# 2649282) is an Investment Advisor Representative working at Continuum Advisory, LLC in Santa Clarita, CA and has over 28 years of experience in the finance industry.
Todd Main (CRD# 4249383) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palmdale, CA and has over 23 years of experience in the finance industry.
Jeffrey McCarty (CRD# 6363705) is an Investment Advisor Representative working at Simplicity Wealth in Santa Clarita, CA and has over 9 years of experience in the finance industry.
John McGrath (CRD# 2999286) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has over 26 years of experience in the finance industry. John McGrath 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.
John Mears (CRD# 2496834) is an Investment Advisor Representative working at Mears Money Management in Valencia, CA and has over 29 years of experience in the finance industry.
Gabriela Molina (CRD# 4036707) is an Investment Advisor Representative working at Primerica Advisors in Palmdale, CA and has over 22 years of experience in the finance industry.
Rocio Montagner (CRD# 2362721) is an Investment Advisor Representative working at Edward Jones in Palmdale, CA and has over 30 years of experience in the finance industry.
Christopher Munchhof (CRD# 5775355) is an Investment Advisor Representative working at Free Financial in Newhall, CA and has over 13 years of experience in the finance industry.