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Distance Only Temecula, 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
Randall Houghton (CRD# 2028647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Temecula, CA and has over 34 years of experience in the finance industry.
Matthew Hunt (CRD# 2546051) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 29 years of experience in the finance industry.
Amy Irvine (CRD# 4052203) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 15 years of experience in the finance industry.
Leif Jacobsen (CRD# 4772051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 19 years of experience in the finance industry.
Aaron Johnson (CRD# 4657083) is an Investment Advisor Representative working at Bridger Financial Services, LLC in Temecula, CA and has over 20 years of experience in the finance industry.
Kathy Jurgensen (CRD# 6150659) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Temecula, CA and has over 11 years of experience in the finance industry.
Ladislao Kalmar (CRD# 5151448) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 17 years of experience in the finance industry.
Allen Kay (CRD# 4474917) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 21 years of experience in the finance industry.
Timothy Kay (CRD# 5443829) is an Investment Advisor Representative working at Investment Managers Group, LLC in Temecula, CA and has over 16 years of experience in the finance industry.
Robert Kelly (CRD# 1011716) is an Investment Advisor Representative working at Mas Advisors LLC in Temecula, CA and has over 37 years of experience in the finance industry. Robert Kelly 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.