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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
Melissa Levin (CRD# 2957077) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 25 years of experience in the finance industry.
Jesse Lopez (CRD# 5472534) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 13 years of experience in the finance industry.
Ward Lyon (CRD# 5449467) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 16 years of experience in the finance industry.
John Marshall (CRD# 860188) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 39 years of experience in the finance industry.
Albert Martinez (CRD# 4707078) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 19 years of experience in the finance industry.
Matthew Martinez (CRD# 4122278) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Orange, CA and has over 24 years of experience in the finance industry.
David Matles (CRD# 2995484) is an Investment Advisor Representative working at Spc in Orange, CA and has over 26 years of experience in the finance industry.
Anthony Mauro (CRD# 3118670) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Orange, CA and has over 16 years of experience in the finance industry.
Kevin McDaniel (CRD# 2249303) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 31 years of experience in the finance industry.
Derek McLean (CRD# 1939560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange, CA and has over 28 years of experience in the finance industry.