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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
Mathew Reyna (CRD# 7679153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has 1 year of experience in the finance industry.
Niall Shaffery (CRD# 6962112) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 2 years of experience in the finance industry.
Alexander Tan (CRD# 7317722) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Santa Clarita, CA and has 1 year of experience in the finance industry.
Michael Wright (CRD# 7112286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 4 years of experience in the finance industry.
Lindahl Lucas (CRD# 4815132) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Santa Clarita, CA and has over 18 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he...
Michael Aaron (CRD# 2619073) is an Investment Advisor Representative working at Wedbush Securities Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 38 years of experience in the finance industry.