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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
Thomas Loza (CRD# 5599411) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 15 years of experience in the finance industry.
Jessica Lundquist (CRD# 6779931) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 6 years of experience in the finance industry.
Joseph Lyons (CRD# 5256117) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 17 years of experience in the finance industry. Joseph Lyons 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.
Christopher Macarthur (CRD# 2127045) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 33 years of experience in the finance industry.
Spencer Macdougall (CRD# 5484289) is an Investment Advisor Representative working at Avantax Advisory Services in Riverside, CA and has over 15 years of experience in the finance industry. Spencer Macdougall 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.
Christopher Marsh (CRD# 6160676) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 11 years of experience in the finance industry. Christopher Marsh 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.
Justin Martinez (CRD# 5342598) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Riverside, CA and has over 16 years of experience in the finance industry.
James Mc Coy (CRD# 719830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 31 years of experience in the finance industry.
Mike Mc Coy (CRD# 1798106) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 25 years of experience in the finance industry.
Joshua McCoy (CRD# 2555753) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 18 years of experience in the finance industry.