-
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
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.
Thomas Mang (CRD# 4336781) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 23 years of experience in the finance industry.
David Marchesani (CRD# 5001063) is an Investment Advisor Representative working at Iapetus Capital, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.
Varene Martin (CRD# 2433978) is an Investment Advisor Representative working at Fsa Investment Group, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Gregory McMullen (CRD# 4197141) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Diego, CA and has over 23 years of experience in the finance industry.
Kevin McSweeny (CRD# 4534123) 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.
Tsega Mehary (CRD# 1975199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
George Melbrod (CRD# 723108) 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.