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Distance Only Orange, CA
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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
Richard Jackman (CRD# 2501641) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 29 years of experience in the finance industry. Richard Jackman 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.
Garrett Jones (CRD# 6386197) is an Investment Advisor Representative working at Crossroads Planning in Orange, CA and has over 6 years of experience in the finance industry. Garrett Jones 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.
Robert Kargenian (CRD# 1038418) is an Investment Advisor Representative working at Tabr Capital Management, LLC in Orange, CA and has over 42 years of experience in the finance industry.
Eddie Kaspar (CRD# 1160050) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has over 23 years of experience in the finance industry.
William Kimbrell (CRD# 269579) is an Investment Advisor Representative working at Private Management Group Inc. in Orange, CA and has 1 year of experience in the finance industry.
Robert Kimmel (CRD# 3094471) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Orange, CA and has over 12 years of experience in the finance industry. Robert Kimmel 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.
Lincoln Lai (CRD# 5838377) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has over 13 years of experience in the finance industry.
Donna Lea (CRD# 4689052) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, CA and has over 20 years of experience in the finance industry. Donna Lea 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.
Nicole Letarte (CRD# 6517464) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Orange, CA and has over 7 years of experience in the finance industry.
Gregory Levin (CRD# 3169671) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 24 years of experience in the finance industry. Gregory Levin 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.