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Distance Only Rancho Santa Fe, 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
Clair Leedom (CRD# 2998035) is an Investment Advisor Representative working at Leedom Asset Management, Inc. in Rancho Santa Fe, CA and has over 24 years of experience in the finance industry.
Steven Leonard (CRD# 4648069) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Shantele Lewis (CRD# 2070524) is an Investment Advisor Representative working at Wells Fargo Advisors in Rancho Santa Fe, CA and has over 26 years of experience in the finance industry.
David Massey (CRD# 2993074) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 24 years of experience in the finance industry.
David Menashe (CRD# 1186780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 40 years of experience in the finance industry.
Jesse Menashe (CRD# 6210406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 8 years of experience in the finance industry.
Lisa Miller (CRD# 1467211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 32 years of experience in the finance industry.
Michael Moore (CRD# 4591095) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
Bruce Morley (CRD# 1255425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 40 years of experience in the finance industry.
Mark Myers (CRD# 4644300) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.