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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
Gregory Fallon (CRD# 6791171) is an Investment Advisor Representative working at Highland Mb Wealth LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
Ryan Gordon (CRD# 4502737) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manhattan Beach, CA and has over 22 years of experience in the finance industry. Ryan Gordon has taken additional exams to become a Certified Financial Planner (CFP®).
David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 31 years of experience in the finance industry. David Harris has taken additional exams to become a Certified Financial Planner (CFP®).
Daniel Higgins (CRD# 6903358) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
Rachel Hoang (CRD# 2905665) is an Investment Advisor Representative working at Independent Financial Group, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.
Michael Jeppson (CRD# 1418378) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 38 years of experience in the finance industry.
Jonathan Keetz (CRD# 5719339) is an Investment Advisor Representative working at Cambria Investment Management, LP in Manhattan Beach, CA and has over 8 years of experience in the finance industry.
Garrett Kelley (CRD# 2499725) is an Investment Advisor Representative working at Victory Capital Management Inc. in Manhattan Beach, CA and has over 29 years of experience in the finance industry.
Erik Kimoto (CRD# 4375823) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Manhattan Beach, CA and has over 22 years of experience in the finance industry.
Evan Kirkpatrick (CRD# 5272521) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 17 years of experience in the finance industry.