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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
Mohammad Ali (CRD# 7048435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 5 years of experience in the finance industry.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 39 years of experience in the finance industry.
Duran Allen (CRD# 4640887) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 20 years of experience in the finance industry.
Gary Allen (CRD# 2515244) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 29 years of experience in the finance industry.
James Allen (CRD# 1882869) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry. James Allen 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.
Peggy Allen (CRD# 2050315) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 23 years of experience in the finance industry.
Phillip Allen (CRD# 1337542) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 39 years of experience in the finance industry.
John Allensworth (CRD# 6268621) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Nadine Allevato (CRD# 866572) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 25 years of experience in the finance industry.
Barbara Allison (CRD# 2200482) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Beach, CA and has over 32 years of experience in the finance industry.