Distance Metro area (25 miles)
- 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
Kathy Smith (CRD# 6301849) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Valley Center, CA and has 1 year of experience in the finance industry.
Blake Fambrough, Financial Advisor with Dubots Capital Management attended Texas Tech University and received a B.B.A. in Finance and a M.S. in Personal Financial Planning. In addition, Blake holds the Certified Financial Planner® designation. He has been working in the financial services industry since 2004. He is a member of the Lake Elsinore Rotary Club. Blake with his wife Christina and their daughter live in the Lake Elsinore area and enjoy volunteering their time to their local church
Mick Heyman (CRD# 2626240) is an Investment Advisor Representative working at Heyman Investment Counseling (HIC) LLC in San Diego, CA and has over 35 years of experience in the investment industry.
HIC specializes in mianaging portfolios for individuals and tailoring their portfolio to meet their unique investment goals.
The equity philosophy is is to protect capital, provide a growing level of inceme an and achieve consistent returns over long periods of time. HIC focusses on 3 types of stocks, Quality Yield, Cyclical Growth and Superior Earnings. The buy discipline blends 3 tyoes of...
John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.
The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.
John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective...
Mark Ealy (CRD# 2081239) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Mark 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 putclients' interests first and comply with the Financial Planning Practice Standards.