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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
Scott Sage (CRD# 2244632) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Clemente, CA and has over 31 years of experience in the finance industry.
Jena Schuster (CRD# 3070897) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 25 years of experience in the finance industry.
Colin Smith (CRD# 5324824) is an Investment Advisor Representative working at Edward Jones in San Clemente, CA and has over 16 years of experience in the finance industry.
Ruben Smith (CRD# 4711402) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 20 years of experience in the finance industry. Ruben Smith 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.
Kyle Spiewak (CRD# 7073487) is an Investment Advisor Representative working at Del Mar Wealth Advisors in San Clemente, CA and has over 5 years of experience in the finance industry.
Corinne Steinman (CRD# 5464630) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Clemente, CA and has over 16 years of experience in the finance industry.
Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 38 years of experience in the finance industry. Bradley Stephenson 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.
Riley Stephenson (CRD# 5948265) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 11 years of experience in the finance industry. Riley Stephenson 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.
Ronald Surz (CRD# 600075) is an Investment Advisor Representative working at Ppca, Inc. in San Clemente, CA and has over 23 years of experience in the finance industry.
Mark Taylor (CRD# 1233017) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Clemente, CA and has over 31 years of experience in the finance industry. Mark Taylor 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.