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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 Murphy (CRD# 2306011) is an Investment Advisor Representative working at T.m. Murphy Investment Management, Inc. in San Diego, CA and has over 31 years of experience in the finance industry. Thomas Murphy 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.
Daniel Neiman (CRD# 4649480) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Bradley Nelson (CRD# 6764900) is an Investment Advisor Representative working at Point Loma Advisors in San Diego, CA and has over 7 years of experience in the finance industry. Bradley Nelson 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.
Jeffrey Nelson (CRD# 5965921) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Diego, CA and has over 12 years of experience in the finance industry. Jeffrey Nelson 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.
Tan Khoa Ngo (CRD# 2026078) is an Investment Advisor Representative working at Mentor Financial Advisory Group, Ltd. in San Diego, CA and has over 34 years of experience in the finance industry.
Doan Nguyen (CRD# 5299854) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.
Nathaniel Nieri (CRD# 6431768) is an Investment Advisor Representative working at Modern Money Management LLC in San Diego, CA and has 1 year of experience in the finance industry. Nathaniel Nieri 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.
Cameron Noorany (CRD# 2178544) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 32 years of experience in the finance industry.
David Noosinow (CRD# 1352029) is an Investment Advisor Representative working at Mariner Independent in San Diego, CA and has over 39 years of experience in the finance industry.
Barbara Norman (CRD# 1612336) is an Investment Advisor Representative working at Sage Path Solutions in San Diego, CA and has over 30 years of experience in the finance industry. Barbara Norman 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.