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Distance Only Rancho Palos Verdes, 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
Ashkan Afrasiab (CRD# 4856347) is an Investment Advisor Representative working at Afrasiab Wealth Solutions, LLC in Rancho Palos Verdes, CA and has over 17 years of experience in the finance industry.
Luis Arzate (CRD# 6087328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rancho Palos Verdes, CA and has over 10 years of experience in the finance industry.
Charles Bettendorf (CRD# 6912687) is an Investment Advisor Representative working at Greyfield Capital Management LLC in Rancho Palos Verdes, CA and has over 5 years of experience in the finance industry.
Steven Carlsen (CRD# 1564327) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Palos Verdes, CA and has over 37 years of experience in the finance industry.
Maria Carvajal (CRD# 4265214) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rancho Palos Verdes, CA and has over 23 years of experience in the finance industry.
Bruce Colin (CRD# 2947936) is an Investment Advisor Representative working at Bruce Colin And Company in Rancho Palos Verdes, CA and has 1 year of experience in the finance industry. Bruce Colin 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.
Richard Coryell (CRD# 2362908) is an Investment Advisor Representative working at Coryell Capital Management in Rancho Palos Verdes, CA and has over 27 years of experience in the finance industry.
Scott Gilbert (CRD# 5632156) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rancho Palos Verdes, CA and has over 15 years of experience in the finance industry.
Victor Hazard (CRD# 1617276) is an Investment Advisor Representative working at Avantax Advisory Services in Rancho Palos Verdes, CA and has over 28 years of experience in the finance industry.
Katherine Holcomb (CRD# 2526631) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Palos Verdes, CA and has over 29 years of experience in the finance industry.