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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
Christopher Abrams (CRD# 6823008) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 6 years of experience in the finance industry.
Jessica Abrego (CRD# 3274138) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Marie Accunzo (CRD# 2345668) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carlsbad, CA and has over 30 years of experience in the finance industry.
Jeffrey Adams (CRD# 2768332) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
Matthew Adams (CRD# 6000557) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry. Matthew Adams 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.
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Ramona, CA and has over 17 years of experience in the finance industry. Matt Addington 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.
Michael Affleck (CRD# 2297887) is an Investment Advisor Representative working at Principal Securities, Inc. in Carlsbad, CA and has over 25 years of experience in the finance industry.
Amie Agamata (CRD# 6134313) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Krishna Agnihotri (CRD# 4566630) is an Investment Advisor Representative working at Crown Capital Securities, LP in Temecula, CA and has over 21 years of experience in the finance industry.
John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 33 years of experience in the finance industry. John Aguilera 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.