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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
Deborah Lee (CRD# 2446944) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 30 years of experience in the finance industry.
John Lipari (CRD# 1060434) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 40 years of experience in the finance industry.
Anthony Lucchesi (CRD# 5338977) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 16 years of experience in the finance industry.
Myles Luster (CRD# 5614231) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sherman Oaks, CA and has over 14 years of experience in the finance industry.
Kurt Macmillan (CRD# 6301120) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 9 years of experience in the finance industry.
Jennifer Malek (CRD# 3164482) is an Investment Advisor Representative working at The Wealth Consulting Group in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
David Mandel (CRD# 734236) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 38 years of experience in the finance industry.
Jeffrey Margolis (CRD# 1262204) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 39 years of experience in the finance industry.
Adam Melville (CRD# 5311511) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 15 years of experience in the finance industry.
Hugh Meyer (CRD# 4131063) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 23 years of experience in the finance industry.