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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
Jeffrey Adams (CRD# 2768332) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
Matthew Adams (CRD# 6000557) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry. Matthew Adams 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.
Nichole Elizabeth Adams (CRD# 4907232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in La Jolla, CA and has over 18 years of experience in the finance industry.
Trenton Adams (CRD# 2218480) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 32 years of experience in the finance industry. Trenton Adams 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.
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 18 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.
Steven Adkinson (CRD# 4339300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 23 years of experience in the finance industry.
Michael Affleck (CRD# 2297887) is an Investment Advisor Representative working at Principal Securities, Inc. in Carlsbad, CA and has over 25 years of experience in the finance industry.
Amie Agamata (CRD# 6134313) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 9 years of experience in the finance industry.
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.
Maria Aguilar (CRD# 4083484) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 23 years of experience in the finance industry.