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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
Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Menlo Park, CA and has over 36 years of experience in the finance industry.
Andrew Le (CRD# 2969983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 24 years of experience in the finance industry.
Jeffrey Lin (CRD# 5580392) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 14 years of experience in the finance industry.
Melody Lin (CRD# 2961759) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 26 years of experience in the finance industry.
Maggie Liu (CRD# 4437748) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 18 years of experience in the finance industry.
Igor Lotsvin (CRD# 4425376) is an Investment Advisor Representative working at Sage Rhino Capital LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
Stephen Luk (CRD# 4019683) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 24 years of experience in the finance industry.
Caroline Maglio (CRD# 2421548) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 30 years of experience in the finance industry.
Timothy Makovkin (CRD# 2017143) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Menlo Park, CA and has over 26 years of experience in the finance industry.
Ramon Marquez (CRD# 5681668) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has over 16 years of experience in the finance industry.