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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
Simon Hobbs (CRD# 7045455) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 5 years of experience in the finance industry.
Erik Jensen (CRD# 2024211) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 33 years of experience in the finance industry. Erik Jensen 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.
Patrick Kendall (CRD# 4400795) is an Investment Advisor Representative working at Cws Investments in Newport Beach, CA and has over 22 years of experience in the finance industry.
Alexa Lawson (CRD# 3245857) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 16 years of experience in the finance industry.
David Leach (CRD# 1252833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Desert, CA and has over 39 years of experience in the finance industry.
David Levinson (CRD# 705929) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Haddon Libby (CRD# 3063645) is an Investment Advisor Representative working at Winslow Drake, Inc. in Cathedral City, CA and has over 25 years of experience in the finance industry.
Mary Limont (CRD# 1698577) is an Investment Advisor Representative working at Cooper Mcmanus in Palm Desert, CA and has over 27 years of experience in the finance industry.
Lucian Lobelkarimi (CRD# 6332545) is an Investment Advisor Representative working at Luke Capital in Palm Springs, CA and has over 9 years of experience in the finance industry.
John Lowey (CRD# 4760523) is an Investment Advisor Representative working at Edward Jones in Palm Springs, CA and has over 19 years of experience in the finance industry.