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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
Garrett Abel (CRD# 2639348) is an Investment Advisor Representative working at Clearview Investment Partners, LLC in Costa Mesa, CA and has over 28 years of experience in the finance industry.
Omer Abramovich (CRD# 6206290) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Irvine, CA and has over 10 years of experience in the finance industry. Omer Abramovich 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 Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 18 years of experience in the finance industry.
Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Alejandro Acosta (CRD# 6759945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carson, CA and has over 6 years of experience in the finance industry.
Dave Adams (CRD# 6223212) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 10 years of experience in the finance industry.
Jennifer Adams (CRD# 2661615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 27 years of experience in the finance industry.
June Adams (CRD# 2710593) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Irvine, CA and has over 28 years of experience in the finance industry.
Natalie Adams (CRD# 6302760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 9 years of experience in the finance industry.
Samuel Adams (CRD# 6057464) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Glendale, CA and has over 8 years of experience in the finance industry.