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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
Daniel Cotamagana (CRD# 5357733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Escondido, CA and has over 16 years of experience in the finance industry.
David Coughlin (CRD# 2193800) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 32 years of experience in the finance industry. David Coughlin 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.
Beverly Cox (CRD# 1525005) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 27 years of experience in the finance industry. Beverly Cox 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.
Paul Crane (CRD# 6684585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 7 years of experience in the finance industry. Paul Crane 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.
Michael Crawford (CRD# 6697760) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.
Jose Cuellar (CRD# 5388819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poway, CA and has over 16 years of experience in the finance industry. Jose Cuellar 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.
Micah Cummins (CRD# 5220703) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Diego, CA and has over 16 years of experience in the finance industry. Micah Cummins 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.
Richard Dahl (CRD# 1080878) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 29 years of experience in the finance industry.
Roohi Darugar (CRD# 3178408) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Alan Davis (CRD# 4297889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Diego, CA and has over 18 years of experience in the finance industry.