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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
Siva Kumar (CRD# 6519838) is an Investment Advisor Representative working at Serene Growth Partners LLC in San Diego, CA and has over 8 years of experience in the finance industry.
Carl Lamb (CRD# 5020667) is an Investment Advisor Representative working at Allworth Financial, LP in San Diego, CA and has over 18 years of experience in the finance industry. Carl Lamb 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.
Lawrence Lane (CRD# 5960293) is an Investment Advisor Representative working at L Squared Wealth Management in San Diego, CA and has over 12 years of experience in the finance industry. Lawrence Lane 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.
Tom Lawson (CRD# 2344577) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has over 30 years of experience in the finance industry. Tom Lawson 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 Lee (CRD# 4059524) is an Investment Advisor Representative working at Western International Securities in San Diego, CA and has over 24 years of experience in the finance industry.
Michael Lewis (CRD# 1237233) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 39 years of experience in the finance industry.
Teresa Lewis (CRD# 5703726) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 14 years of experience in the finance industry.
Christopher Lowe (CRD# 4164654) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Christopher Lowe 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.
Jonathan Luskin (CRD# 6348626) is an Investment Advisor Representative working at Luskin Financial Planning in San Diego, CA and has over 9 years of experience in the finance industry. Jonathan Luskin 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.
Patrick Maher (CRD# 734712) is an Investment Advisor Representative working at Allworth Financial, LP in San Diego, CA and has over 37 years of experience in the finance industry.