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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
Aileen Low (CRD# 4086689) is an Investment Advisor Representative working at Edward Jones in Los Altos, CA and has over 24 years of experience in the finance industry.
Robert Lyman (CRD# 4697601) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 20 years of experience in the finance industry. Robert Lyman 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.
Qian Ma (CRD# 7049202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Altos, CA and has over 5 years of experience in the finance industry.
Barbara Madden (CRD# 4452769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Altos, CA and has over 22 years of experience in the finance industry.
Adam McAfee (CRD# 1931619) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Los Altos, CA and has over 32 years of experience in the finance industry.
Joel Meyer (CRD# 2507610) is an Investment Advisor Representative working at Meyer Financial Advisors, Inc. in Los Altos, CA and has over 29 years of experience in the finance industry.
Christopher Mok (CRD# 6866950) is an Investment Advisor Representative working at Mok Capital Management in Los Altos, CA and has over 6 years of experience in the finance industry.
Stanley Mok (CRD# 864314) is an Investment Advisor Representative working at Mok Capital Management in Los Altos, CA and has over 43 years of experience in the finance industry.
Robert Mullarkey (CRD# 2530448) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 29 years of experience in the finance industry.
Laihingester Ng (CRD# 2733947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Los Altos, CA and has over 27 years of experience in the finance industry.