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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
Lois Gough Lopez (CRD# 3090515) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Valencia, CA and has over 24 years of experience in the finance industry.
David Guevara (CRD# 5600921) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Valencia, CA and has over 15 years of experience in the finance industry.
Charles Hahn (CRD# 2668528) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 26 years of experience in the finance industry.
David Hernandez (CRD# 6480591) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Valencia, CA and has over 8 years of experience in the finance industry.
Tammy Hospodar (CRD# 1652799) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valencia, CA and has over 15 years of experience in the finance industry.
Christopher Ingram (CRD# 3156210) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 25 years of experience in the finance industry.
Stephen Johns (CRD# 6008050) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 11 years of experience in the finance industry.
Clark Jolley (CRD# 260771) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 27 years of experience in the finance industry.
Nicole Jolley (CRD# 4225505) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 13 years of experience in the finance industry.
Eric Kim (CRD# 2479722) is an Investment Advisor Representative working at Mont Blanc Asset, Inc. in Valencia, CA and has over 29 years of experience in the finance industry.