-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Gloer (CRD# 1562639) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Diego, CA and has over 37 years of experience in the finance industry. William Gloer 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.
Houston Goddard (CRD# 1260759) is an Investment Advisor Representative working at Independent Investment Bankers Corp. in San Diego, CA and has over 35 years of experience in the finance industry.
Juan Gomez (CRD# 2738181) is an Investment Advisor Representative working at Prime Capital Equities LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Jon Greulich (CRD# 3158616) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Shannon Grey (CRD# 3242636) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 24 years of experience in the finance industry. Shannon Grey 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.
Amal Hagisufi (CRD# 6330461) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 8 years of experience in the finance industry.
Max Hangartner (CRD# 4616599) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Donald Hankins (CRD# 1600556) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 37 years of experience in the finance industry.
Judith Harlan (CRD# 6041618) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 10 years of experience in the finance industry. Judith Harlan 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.
Jon Harris (CRD# 238000) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 38 years of experience in the finance industry.