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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
Devlin Chung (CRD# 6721926) is an Investment Advisor Representative working at Edward Jones in Covina, CA and has over 7 years of experience in the finance industry.
Dolores Echo (CRD# 7079480) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Covina, CA and has 1 year of experience in the finance industry.
George Escobar (CRD# 2926076) is an Investment Advisor Representative working at Next Financial Group, Inc. in Covina, CA and has over 14 years of experience in the finance industry.
Paul Finchamp (CRD# 1038751) is an Investment Advisor Representative working at Park Avenue Securities LLC in Covina, CA and has over 15 years of experience in the finance industry.
Jacek Holzwieser (CRD# 6466437) is an Investment Advisor Representative working at Lpl Financial LLC in Covina, CA and has over 8 years of experience in the finance industry.
Sean Montgomery (CRD# 4366463) is an Investment Advisor Representative working at Commonwealth Financial Network in Covina, CA and has over 23 years of experience in the finance industry. Sean Montgomery 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.
Linda Moore (CRD# 2507695) is an Investment Advisor Representative working at Primerica Advisors in Covina, CA and has over 25 years of experience in the finance industry.
Ricardo Rosales (CRD# 5339782) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Covina, CA and has over 2 years of experience in the finance industry.
Tony Tyre (CRD# 5139644) is an Investment Advisor Representative working at Lpl Financial LLC in Covina, CA and has 1 year of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...