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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
Allen Montemagno (CRD# 6420920) is an Investment Advisor Representative working at Lpl Financial LLC in Murrieta, CA and has over 9 years of experience in the finance industry.
Van Neely (CRD# 2648551) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Murrieta, CA and has over 28 years of experience in the finance industry.
Tiberiu Negulescu (CRD# 4450524) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Murrieta, CA and has over 22 years of experience in the finance industry.
Chris Olsen (CRD# 7031256) is an Investment Advisor Representative working at Commonwealth Financial Network in Murrieta, CA and has 1 year of experience in the finance industry.
Jon Ondracek (CRD# 2023381) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 33 years of experience in the finance industry.
Roland Ortiz (CRD# 6762933) is an Investment Advisor Representative working at Athena Wealth Management in Murrieta, CA and has over 6 years of experience in the finance industry.
Justin Simmons (CRD# 5213817) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 16 years of experience in the finance industry. Justin Simmons 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.
Jana Swenson (CRD# 704674) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 32 years of experience in the finance industry.
Eddy Saroj Taengkaew (CRD# 5215208) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murrieta, CA and has over 17 years of experience in the finance industry.
Federico Bejar (CRD# 7158602) is an Investment Advisor Representative working at Edward Jones in Murrieta, CA and has over 4 years of experience in the finance industry.