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Distance Only San Clemente, 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
Corrine Lafollette (CRD# 6164038) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Clemente, CA and has over 8 years of experience in the finance industry.
Drew Marloe (CRD# 1063437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Clemente, CA and has over 41 years of experience in the finance industry.
Richard McFadden (CRD# 2765788) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 27 years of experience in the finance industry.
Eric Meister (CRD# 5986117) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Clemente, CA and has over 12 years of experience in the finance industry.
Patrick Morehead (CRD# 6661646) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 7 years of experience in the finance industry.
Forrest Morrow (CRD# 1447677) is an Investment Advisor Representative working at Evidence Based Investing, LLC in San Clemente, CA and has over 31 years of experience in the finance industry.
Leonard Moulin (CRD# 3012350) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 16 years of experience in the finance industry.
Seth Perry (CRD# 4561475) is an Investment Advisor Representative working at Primerica Advisors in San Clemente, CA and has over 8 years of experience in the finance industry.
James Phillips (CRD# 362616) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 38 years of experience in the finance industry.
Matthew Platler (CRD# 2554296) is an Investment Advisor Representative working at Platler Capital Management LLC in San Clemente, CA and has over 27 years of experience in the finance industry.