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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
Tammy Jones (CRD# 2282038) is an Investment Advisor Representative working at Edward Jones in Monterey, CA and has over 30 years of experience in the finance industry.
Michael Kirch (CRD# 2224591) is an Investment Advisor Representative working at Del Monte Capital, Inc. in Monterey, CA and has over 19 years of experience in the finance industry.
Elizabeth Kirkpatrick (CRD# 1101665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 39 years of experience in the finance industry.
Joel Knight (CRD# 1379212) is an Investment Advisor Representative working at American Investors Co in Monterey, CA and has over 25 years of experience in the finance industry.
Mark Kooiman (CRD# 5213969) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 17 years of experience in the finance industry. Mark Kooiman 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.
Kevin Kott (CRD# 1609595) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 37 years of experience in the finance industry.
Bradley Larson (CRD# 1207260) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Leonard Laub (CRD# 1270865) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 39 years of experience in the finance industry.
Michael Leavy (CRD# 2355672) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 30 years of experience in the finance industry.
Angelika Lipow (CRD# 6280917) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 10 years of experience in the finance industry.