-
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
Thomas Minor (CRD# 1691789) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Aaron Morris (CRD# 5505406) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 12 years of experience in the finance industry.
Michael Natzic (CRD# 2259618) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 26 years of experience in the finance industry.
Michael Nazarian (CRD# 2629727) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 28 years of experience in the finance industry.
Tho Ngo (CRD# 5872560) is an Investment Advisor Representative working at Edward Jones in Sherman Oaks, CA and has over 13 years of experience in the finance industry.
Christopher Nunez (CRD# 6973955) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 5 years of experience in the finance industry.
Thomas O'connell (CRD# 2529442) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman Oaks, CA and has over 29 years of experience in the finance industry.
Lorand Parenteau (CRD# 4753204) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sherman Oaks, CA and has over 20 years of experience in the finance industry. Lorand Parenteau 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.
James Phillips (CRD# 850252) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 39 years of experience in the finance industry.
Barry Pinsky (CRD# 2867998) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sherman Oaks, CA and has over 26 years of experience in the finance industry.