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Distance Only Malibu, CA
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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
Kristofer Gray (CRD# 4705047) is an Investment Advisor Representative working at Integrity Financial Corporation in Malibu, CA and has over 18 years of experience in the finance industry.
Lockwood Holmes (CRD# 6375607) is an Investment Advisor Representative working at Vincimus Capital, LLC in Malibu, CA and has over 9 years of experience in the finance industry.
Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Malibu, CA and has over 15 years of experience in the finance industry.
Matthew Miller (CRD# 2831467) is an Investment Advisor Representative working at M.e. Miller Investors, LLC in Malibu, CA and has over 16 years of experience in the finance industry.
Stephen Murphy (CRD# 4140449) is an Investment Advisor Representative working at Triumph Capital Management in Malibu, CA and has over 24 years of experience in the finance industry.
Taylor Snider (CRD# 6780068) is an Investment Advisor Representative working at Integrity Financial Corporation in Malibu, CA and has over 5 years of experience in the finance industry.
Theresa Spath (CRD# 2554263) is an Investment Advisor Representative working at Zuma Wealth LLC in Malibu, CA and has 1 year of experience in the finance industry. Theresa Spath 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.
Jeremy Cumbee (CRD# 7159379) is an Investment Advisor Representative working at Integrity Financial Corporation in Malibu, CA and has over 4 years of experience in the finance industry.
Ingemar Hulthage (CRD# 5744335) is an Investment Advisor Representative working at Hulthage Family Office in Malibu, CA and has over 14 years of experience in the finance industry.
Joel Lopata (CRD# 7769042) is an Investment Advisor Representative working at Vincimus Capital, LLC in Malibu, CA and has 1 year of experience in the finance industry.