-
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
Brent Beverly (CRD# 1254841) is an Investment Advisor Representative working at Lpl Financial LLC in Diamond Bar, CA and has over 39 years of experience in the finance industry. Brent Beverly 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.
Justin Boren (CRD# 4054858) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Robert Brooks (CRD# 1459077) is an Investment Advisor Representative working at The Financial Group in Diamond Bar, CA and has over 28 years of experience in the finance industry.
Henry Chau (CRD# 6086142) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 11 years of experience in the finance industry.
Po Ying Chen (CRD# 6634327) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 7 years of experience in the finance industry.
Andrew Chou (CRD# 4843302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 18 years of experience in the finance industry. Andrew Chou 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.
Josie Chuang (CRD# 6376817) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Diamond Bar, CA and has over 9 years of experience in the finance industry.
Enoch Chung (CRD# 2986969) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 26 years of experience in the finance industry. Enoch Chung 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.
Samuel Escobar (CRD# 4630070) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 21 years of experience in the finance industry.
Konstantinos Gregory (CRD# 5096099) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Diamond Bar, CA and has over 18 years of experience in the finance industry.