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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
Christopher Tate (CRD# 3241655) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in Rancho Santa Fe, CA and has over 24 years of experience in the finance industry. Christopher Tate 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.
Annterese Toth (CRD# 2558291) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 29 years of experience in the finance industry.
Marena Tufenkjian (CRD# 4923680) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry.
Russel Upton (CRD# 2095202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 22 years of experience in the finance industry.
Thomas Vieira (CRD# 2325590) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rancho Santa Fe, CA and has over 31 years of experience in the finance industry.
Amy Violante (CRD# 5174789) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rancho Santa Fe, CA and has over 14 years of experience in the finance industry.
Kevin Ward (CRD# 4366815) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
William Ward, Jr. (CRD# 4366801) is an Investment Advisor Representative working at Ward & Associates in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
Stewart Weissman (CRD# 1200479) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rancho Santa Fe, CA and has over 27 years of experience in the finance industry.
Gabriel Wisdom (CRD# 1143562) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 39 years of experience in the finance industry.