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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
Vicki Landry (CRD# 6396238) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Valencia, CA and has over 3 years of experience in the finance industry.
Eui Lim (CRD# 4600154) is an Investment Advisor Representative working at Think Wealth, LLC in Valencia, CA and has over 21 years of experience in the finance industry.
William Lopez (CRD# 6939660) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 5 years of experience in the finance industry.
Kathryn Lynch (CRD# 7730241) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has 1 year of experience in the finance industry.
Debora Myers (CRD# 3036084) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Valencia, CA and has over 23 years of experience in the finance industry.
Robert Nugent (CRD# 6526869) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has 1 year of experience in the finance industry.
Mark Petersen (CRD# 7284509) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 3 years of experience in the finance industry.
Matt Price (CRD# 2427006) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valencia, CA and has over 30 years of experience in the finance industry.
Joshua Radford (CRD# 5656358) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valencia, CA and has over 14 years of experience in the finance industry.
Joshua Saber (CRD# 7268528) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 2 years of experience in the finance industry.