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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
Daniel Horgan (CRD# 1620034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 37 years of experience in the finance industry.
Brian Latorre (CRD# 5882960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 13 years of experience in the finance industry. Brian Latorre 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.
Jae Lee (CRD# 6232749) is an Investment Advisor Representative working at Wealth Teams Alliance in Torrance, CA and has over 7 years of experience in the finance industry.
John Lewis (CRD# 1778039) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 29 years of experience in the finance industry. John Lewis 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.
Jennifer Li (CRD# 6106239) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry. Jennifer Li 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.
Cordelia Lo (CRD# 3202735) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Torrance, CA and has over 22 years of experience in the finance industry.
David Lu (CRD# 4615992) is an Investment Advisor Representative working at Lodestone Capital Solutions LLC in Torrance, CA and has over 21 years of experience in the finance industry. David Lu 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.
Kyle Lunde (CRD# 6162508) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 10 years of experience in the finance industry.
Christian Maeder (CRD# 4255080) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Torrance, CA and has over 21 years of experience in the finance industry.
Sobhna Magana (CRD# 2954119) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 26 years of experience in the finance industry.
Mark Maloney (CRD# 1636730) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Torrance, CA and has over 33 years of experience in the finance industry. Mark Maloney 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.