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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
Ross Pake (CRD# 1482819) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tustin, CA and has over 37 years of experience in the finance industry.
Jasmita Patel (CRD# 5210159) is an Investment Advisor Representative working at Eagle Strategies LLC in Tustin, CA and has over 16 years of experience in the finance industry.
Joseph Pence (CRD# 2955554) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 10 years of experience in the finance industry.
Gabriella Perez (CRD# 6342349) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 5 years of experience in the finance industry.
Susan Powell (CRD# 3198462) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 25 years of experience in the finance industry. Susan Powell 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 Rearick (CRD# 4574992) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 21 years of experience in the finance industry.
Derick Roberts (CRD# 6774883) is an Investment Advisor Representative working at Edward Jones in Tustin, CA and has over 6 years of experience in the finance industry.
Howard Romero (CRD# 802634) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 35 years of experience in the finance industry. Howard Romero 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.
Carolina Rose (CRD# 4584450) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 21 years of experience in the finance industry.
Edward Schuh (CRD# 6778484) is an Investment Advisor Representative working at Inception Financial Services in Tustin, CA and has over 7 years of experience in the finance industry.