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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
Jon Lam (CRD# 1860840) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has over 35 years of experience in the finance industry.
Richard Lousararian (CRD# 2307096) is an Investment Advisor Representative working at Lpl Financial LLC in South Pasadena, CA and has over 31 years of experience in the finance industry.
Simon Lui (CRD# 5643422) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in South Pasadena, CA and has over 10 years of experience in the finance industry.
Jeffrey Pih (CRD# 5886669) is an Investment Advisor Representative working at Pih Investments, LLC in South Pasadena, CA and has over 12 years of experience in the finance industry. Jeffrey Pih 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.
Stuart Sneddon (CRD# 2038208) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has 1 year of experience in the finance industry.
Ronald Tanaka (CRD# 1334825) is an Investment Advisor Representative working at Lpl Financial LLC in South Pasadena, CA and has over 34 years of experience in the finance industry. Ronald Tanaka 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.
Peter Vaughn (CRD# 6582418) is an Investment Advisor Representative working at Pacific Global Investment Management Co in South Pasadena, CA and has 1 year of experience in the finance industry.
Allen Yee (CRD# 1934271) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in South Pasadena, CA and has over 32 years of experience in the finance industry. Allen Yee 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.
Nanda Fernando (CRD# 6677816) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in South Pasadena, CA and has over 7 years of experience in the finance industry.
Terry Lin (CRD# 4227017) is an Investment Advisor Representative working at Lpl Financial LLC in South Pasadena, CA and has over 23 years of experience in the finance industry.