-
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
Katrina Soelter (CRD# 6243614) is an Investment Advisor Representative working at Equalis Financial in North Hollywood, CA and has over 10 years of experience in the finance industry. Katrina Soelter 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.
Marisa Yafai (CRD# 4806962) is an Investment Advisor Representative working at Cambyses Financial Advisors in North Hollywood, CA and has over 19 years of experience in the finance industry.
Gregory Zedlar (CRD# 2004286) is an Investment Advisor Representative working at California Capital Management in North Hollywood, CA and has over 19 years of experience in the finance industry.
Victor Escobedo (CRD# 6696472) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in North Hollywood, CA and has over 7 years of experience in the finance industry.
Carl Large (CRD# 5009500) is an Investment Advisor Representative working at Carl W. Large, An Accountancy Corporation in North Hollywood, CA and has over 24 years of experience in the finance industry.
Caitlin Loera (CRD# 7356883) is an Investment Advisor Representative working at Lpl Financial LLC in North Hollywood, CA and has over 2 years of experience in the finance industry.
Haykuhi Poghosyan (CRD# 5964074) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Hollywood, CA and has over 7 years of experience in the finance industry.
Mathew Rho (CRD# 2761059) is an Investment Advisor Representative working at Avivar Capital, LLC in North Hollywood, CA and has 1 year of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...