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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
John Wylie (CRD# 1122263) is an Investment Advisor Representative working at Nicholas Investment Partners, LP in Rancho Santa Fe, CA and has over 33 years of experience in the finance industry.
Steven Allen (CRD# 1415970) is an Investment Advisor Representative working at Sop Advisors LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Jared Hegardt (CRD# 7160826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 4 years of experience in the finance industry.
Kristie Macfie (CRD# 7199738) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 2 years of experience in the finance industry.
Jacob Montes (CRD# 7780202) is an Investment Advisor Representative working at Dark Horse Advisors LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Greer Moseman (CRD# 7408198) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has over 2 years of experience in the finance industry.
Steven Schuknecht (CRD# 7692651) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Brad Sherman (CRD# 7367168) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has over 2 years of experience in the finance industry.
Steven Tran (CRD# 6924408) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Rana Verhoog (CRD# 7345801) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 3 years of experience in the finance industry.