-
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
Brennan Kurtela (CRD# 6201684) is an Investment Advisor Representative working at Mariner Independent in Stanford, CA and has over 7 years of experience in the finance industry. Brennan Kurtela 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.
Johnpaul Lonardo (CRD# 4839072) is an Investment Advisor Representative working at Lpl Financial LLC in Stanford, CA and has over 19 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry. Daniel Leonard 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.
Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 29 years of experience in the finance industry.
Richard Abarca (CRD# 6828753) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 6 years of experience in the finance industry.
Peter Abbey (CRD# 2183126) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 26 years of experience in the finance industry.
Abdallah Abdelkhalek (CRD# 4301372) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 22 years of experience in the finance industry.
Christopher Abel (CRD# 4094448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Mateo, CA and has over 22 years of experience in the finance industry.
Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Livermore, CA and has over 12 years of experience in the finance industry.