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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
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.
Cady North (CRD# 6573064) is an Investment Advisor Representative working at North Financial Advisors in San Diego, CA and has over 8 years of experience in the finance industry. Cady North 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.
David Peterson (CRD# 5854571) is a Financial Advisor working at Edward Jones in San Diego, CA and has over 5 years of experience in the finance industry. David Peterson has an office in San Diego located at 12750 Carmel Country Rd. Ste 208, San Diego, CA 92130 in the Carmel Valley suburb. David Peterson advices on Retirement Planning, Retirement Income, Life Insurance, Annuities, Long-Term Care, and College Planning.
Lawrence Potomac (CRD# 714236) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 42 years of experience in the finance industry.