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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
Anthony Artero (CRD# 4401581) is an Investment Advisor Representative working at Good Life Advisors, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Andrea Ashbacher (CRD# 2743839) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 27 years of experience in the finance industry.
Nicole Atkins Hartung (CRD# 4258775) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Randal Atwell (CRD# 2251017) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 31 years of experience in the finance industry.
Tyler Aubrey (CRD# 6738572) is an Investment Advisor Representative working at Define Financial, LLC in San Diego, CA and has over 6 years of experience in the finance industry. Tyler Aubrey 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.
Matthew Auchard (CRD# 4620480) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Encinitas, CA and has over 21 years of experience in the finance industry.
Derrick Avelar (CRD# 4525281) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Derrick Avelar 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.
Debra Avina (CRD# 4231047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 23 years of experience in the finance industry.
Andrew Axelson (CRD# 5717094) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 14 years of experience in the finance industry. Andrew Axelson 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.
John Ayala (CRD# 5784639) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 13 years of experience in the finance industry.