-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mark Udis (CRD# 5119812) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
Blair Aihara (CRD# 7203757) is an Investment Advisor Representative working at Rulo Wealth Strategies LLC in Manhattan Beach, CA and has over 3 years of experience in the finance industry. Blair Aihara 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.
Andrew Boughan (CRD# 5389940) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.
Stephen Brand (CRD# 7077103) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 4 years of experience in the finance industry.
Troy Broyles (CRD# 6881642) is an Investment Advisor Representative working at Mogul Wealth Management, Inc. in Manhattan Beach, CA and has over 4 years of experience in the finance industry.
Asanka De Alwis (CRD# 6910826) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
Rylan Folts (CRD# 6913785) is an Investment Advisor Representative working at The Ameriflex Group in Manhattan Beach, CA and has over 5 years of experience in the finance industry.
Joshua Forrester (CRD# 7523336) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 2 years of experience in the finance industry.
Keith Holt (CRD# 1736250) is an Investment Advisor Representative working at Holt Investment Advisors in Manhattan Beach, CA and has over 36 years of experience in the finance industry.
Michael Jeppson (CRD# 7827098) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has 1 year of experience in the finance industry.