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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
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 17 years of experience in the finance industry. Matt Addington 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.
Penny Agnew (CRD# 2374112) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 15 years of experience in the finance industry.
Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Anthony Alberico 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.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 39 years of experience in the finance industry.
Phillip Allen (CRD# 1337542) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 39 years of experience in the finance industry.
Nadine Allevato (CRD# 866572) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 25 years of experience in the finance industry.
Ricardo Almaguer (CRD# 2516216) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
Michael Alvarez (CRD# 5183288) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Jyoti Alwani (CRD# 5884783) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 10 years of experience in the finance industry.