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Distance Only Alhambra, CA
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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
Hugo Chan (CRD# 6888206) is an Investment Advisor Representative working at Kcllc in Alhambra, CA and has over 6 years of experience in the finance industry.
Powen Cheng (CRD# 5526846) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alhambra, CA and has over 15 years of experience in the finance industry.
George Chiu (CRD# 2469800) is an Investment Advisor Representative working at Esi Financial Advisors in Alhambra, CA and has over 29 years of experience in the finance industry.
Charmaine Chow (CRD# 5044078) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alhambra, CA and has over 18 years of experience in the finance industry.
Cesar Franco (CRD# 2988727) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alhambra, CA and has over 26 years of experience in the finance industry.
Jason Fung (CRD# 6942823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alhambra, CA and has over 5 years of experience in the finance industry.
Maria Garcia (CRD# 6735916) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alhambra, CA and has over 7 years of experience in the finance industry.
Alexander Lessard (CRD# 2978066) is an Investment Advisor Representative working at Independent Financial Group, LLC in Alhambra, CA and has over 26 years of experience in the finance industry.
Anson Li (CRD# 6635932) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alhambra, CA and has over 7 years of experience in the finance industry.
Tony Liang (CRD# 4466624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alhambra, CA and has over 22 years of experience in the finance industry. Tony Liang 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.