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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
John McGrath (CRD# 2999286) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has over 26 years of experience in the finance industry. John McGrath 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.
Stephen McKee (CRD# 1408932) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 28 years of experience in the finance industry.
Ryan McKell (CRD# 5386486) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Valencia, CA and has over 9 years of experience in the finance industry. Ryan McKell 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.
John Mears (CRD# 2496834) is an Investment Advisor Representative working at Mears Money Management in Valencia, CA and has over 29 years of experience in the finance industry.
Ronald Mendoza (CRD# 6134217) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Valencia, CA and has over 6 years of experience in the finance industry.
Norman Merems (CRD# 1341574) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 36 years of experience in the finance industry.
Melanie Meyer (CRD# 2349853) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valencia, CA and has over 30 years of experience in the finance industry.
Leticia Meza-Guerrero (CRD# 6041826) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 11 years of experience in the finance industry.
Stephan Miskjian (CRD# 2844720) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Valencia, CA and has over 27 years of experience in the finance industry. Stephan Miskjian 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 Park (CRD# 2089271) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valencia, CA and has over 32 years of experience in the finance industry.