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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
Robert Klein (CRD# 5631328) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valencia, CA and has over 15 years of experience in the finance industry.
David Krupp (CRD# 3154401) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 25 years of experience in the finance industry.
Phillip Lau (CRD# 2065181) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 33 years of experience in the finance industry.
Jeremy Leibowitz (CRD# 6131670) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 11 years of experience in the finance industry. Jeremy Leibowitz 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.
Todd Lerner (CRD# 5413511) is an Investment Advisor Representative working at Pfg Advisors in Valencia, CA and has over 16 years of experience in the finance industry.
Donald Like (CRD# 833667) is an Investment Advisor Representative working at Pfg Advisors in Valencia, CA and has over 35 years of experience in the finance industry.
Stephen Lo (CRD# 5390991) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valencia, CA and has over 16 years of experience in the finance industry.
Mark Macarthur (CRD# 2411397) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 30 years of experience in the finance industry.
Jimmy Maldonado (CRD# 2991263) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 26 years of experience in the finance industry.
Brian Martin (CRD# 5390388) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 16 years of experience in the finance industry.