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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
Youhang Jiang (CRD# 3268663) is an Investment Advisor Representative working at Sml Capital LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Leif Johnson (CRD# 5771264) is an Investment Advisor Representative working at Independent Investment Bankers Corp. in San Diego, CA and has over 13 years of experience in the finance industry.
Daniel Karstadt (CRD# 5958184) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 11 years of experience in the finance industry.
Patrick Kelly (CRD# 6726033) is an Investment Advisor Representative working at Next Alpha Capital, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
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.