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Distance Only Tustin, 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
Daniel Lopez (CRD# 5910320) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tustin, CA and has over 12 years of experience in the finance industry.
Sara Lovell (CRD# 5326656) is an Investment Advisor Representative working at 21 West Wealth Management LLC in Tustin, CA and has over 13 years of experience in the finance industry. Sara Lovell 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.
David Lustig (CRD# 6315078) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tustin, CA and has over 9 years of experience in the finance industry.
Jason Lynn (CRD# 5622635) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Tustin, CA and has over 9 years of experience in the finance industry.
Johny Makhijani (CRD# 4444206) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tustin, CA and has over 22 years of experience in the finance industry.
John McCarthy (CRD# 5473549) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Tustin, CA and has over 16 years of experience in the finance industry.
Spenser Messmore (CRD# 6494241) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 7 years of experience in the finance industry.
Christopher Miller (CRD# 4044818) is an Investment Advisor Representative working at Emerson Equity LLC in Tustin, CA and has over 24 years of experience in the finance industry.
Prabhu Mogulla (CRD# 5851980) is an Investment Advisor Representative working at Peaceful Advisors LLC in Tustin, CA and has over 12 years of experience in the finance industry.
Damian Mossbarger (CRD# 3090647) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tustin, CA and has over 25 years of experience in the finance industry.