-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mitchell Perara (CRD# 2070914) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 33 years of experience in the finance industry.
Kenneth Raleigh (CRD# 6860087) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has over 17 years of experience in the finance industry.
Diana Reyes (CRD# 2025826) is an Investment Advisor Representative working at Edward Jones in Valencia, CA and has over 33 years of experience in the finance industry.
David Ryan (CRD# 1086370) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 26 years of experience in the finance industry.
Steven Sansone (CRD# 2346903) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Valencia, CA and has over 20 years of experience in the finance industry.
James Schramm (CRD# 5663426) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Valencia, CA and has over 14 years of experience in the finance industry. James Schramm 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.
Phil Schramm (CRD# 1402755) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Valencia, CA and has over 31 years of experience in the finance industry. Phil Schramm 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.
Damon Simpson (CRD# 2312292) is an Investment Advisor Representative working at Mutual Advisors, LLC in Valencia, CA and has over 31 years of experience in the finance industry.
Leon Smith (CRD# 2555443) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 29 years of experience in the finance industry.
Allen Solis (CRD# 5294024) is an Investment Advisor Representative working at Western International Securities in Valencia, CA and has over 17 years of experience in the finance industry.