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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
Todd Butler (CRD# 3091223) is an Investment Advisor Representative working at Mariner Independent in Manhattan Beach, CA and has over 25 years of experience in the finance industry. Todd Butler 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.
Charles Cline (CRD# 5984788) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 12 years of experience in the finance industry.
Phillip Cook (CRD# 804885) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
Yves-marc Courtines (CRD# 2539940) is an Investment Advisor Representative working at Boundless Advice LLC in Manhattan Beach, CA and has over 26 years of experience in the finance industry. Yves-marc Courtines 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.
Saphia Dahal-Baker (CRD# 4140863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manhattan Beach, CA and has over 12 years of experience in the finance industry.
Patrice Daniels (CRD# 4536039) is an Investment Advisor Representative working at Primerica Advisors in Manhattan Beach, CA and has over 17 years of experience in the finance industry.
Sergio Del Puerto (CRD# 5656136) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 10 years of experience in the finance industry.
Roger Diaz (CRD# 2238591) is an Investment Advisor Representative working at Dearborn Partners LLC in Manhattan Beach, CA and has over 31 years of experience in the finance industry.
Kevin Durkin (CRD# 2740864) is an Investment Advisor Representative working at Ballina Capital, LLC in Manhattan Beach, CA and has over 24 years of experience in the finance industry.
Michael Ernst (CRD# 2554431) is an Investment Advisor Representative working at Ernst & Company Wealth Management, LLC in Manhattan Beach, CA and has over 29 years of experience in the finance industry.