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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
Martin Herrington (CRD# 6119200) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Tustin, CA and has over 11 years of experience in the finance industry.
Amy Kamps (CRD# 4323781) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 22 years of experience in the finance industry.
Jeffrey Kanegae (CRD# 2174634) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tustin, CA and has over 23 years of experience in the finance industry. Jeffrey Kanegae 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.
Tammy Lee (CRD# 4984629) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Tustin, CA and has over 16 years of experience in the finance industry. Tammy Lee 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.
Jill Klontz (CRD# 4437754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, OH and has over 22 years of experience in the finance industry.