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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
Frank Koucky (CRD# 1464291) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel Valley, CA and has over 39 years of experience in the finance industry.
Bradley Larson (CRD# 1207260) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Leonard Laub (CRD# 1270865) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 39 years of experience in the finance industry.
Luann Lauesen (CRD# 4630433) is an Investment Advisor Representative working at Edward Jones in Watsonville, CA and has over 21 years of experience in the finance industry.
Mark Laughton (CRD# 5736183) is an Investment Advisor Representative working at Global Retirement Partners LLC in Watsonville, CA and has over 8 years of experience in the finance industry.
Michael Leavy (CRD# 2355672) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 30 years of experience in the finance industry.
Nicole Leffingwell (CRD# 5457776) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 15 years of experience in the finance industry.
Angelika Lipow (CRD# 6280917) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 10 years of experience in the finance industry.
Alexander Ljubimow (CRD# 4872860) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 19 years of experience in the finance industry.
Spencer Lloyd (CRD# 5371072) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 7 years of experience in the finance industry. Spencer Lloyd 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.