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Distance Only Simi Valley, CA
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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
Tyson Kunst (CRD# 4683751) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry.
James Lee (CRD# 5352058) is an Investment Advisor Representative working at Stirlingshire Investments in Simi Valley, CA and has over 16 years of experience in the finance industry. James Lee 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.
Gregory Lewandowski (CRD# 4814690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Simi Valley, CA and has over 6 years of experience in the finance industry.
May Liu (CRD# 4696358) is an Investment Advisor Representative working at Lpl Financial LLC in Simi Valley, CA and has over 17 years of experience in the finance industry.
James Lorenzen (CRD# 2106875) is an Investment Advisor Representative working at The Independent Financial Group in Simi Valley, CA and has over 33 years of experience in the finance industry. James Lorenzen 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.
Brian Malkinson (CRD# 6952754) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 5 years of experience in the finance industry.
Steven McCormick (CRD# 5059233) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Simi Valley, CA and has over 18 years of experience in the finance industry.
Brian McCoy (CRD# 2763078) is an Investment Advisor Representative working at Lpl Financial LLC in Simi Valley, CA and has over 27 years of experience in the finance industry.
Timothy McInnis (CRD# 5448784) is an Investment Advisor Representative working at Commonwealth Financial Network in Simi Valley, CA and has over 15 years of experience in the finance industry.
Mark Menne (CRD# 5878556) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Simi Valley, CA and has over 13 years of experience in the finance industry.