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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
David La Pointe (CRD# 1634926) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 32 years of experience in the finance industry.
Steven Lebaron (CRD# 1353793) is an Investment Advisor Representative working at Independent Financial Group, LLC in Temecula, CA and has over 21 years of experience in the finance industry.
Chris Leonhard (CRD# 4185338) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 23 years of experience in the finance industry.
Kevin Locklin (CRD# 5875947) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 10 years of experience in the finance industry.
Brent Lowe (CRD# 5602533) is an Investment Advisor Representative working at Granite Wealth Advisors in Temecula, CA and has over 15 years of experience in the finance industry.
Michael Martin (CRD# 5846003) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Temecula, CA and has over 13 years of experience in the finance industry. Michael Martin 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.
Kevin Mayer (CRD# 6475388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 8 years of experience in the finance industry.
Keith Meeker (CRD# 4577623) 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.
Britton Meland (CRD# 5489199) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 16 years of experience in the finance industry.
Ryan Mizer (CRD# 6847725) is an Investment Advisor Representative working at Wolfgang Capital in Temecula, CA and has over 5 years of experience in the finance industry.