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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
Michael Leavy (CRD# 2355672) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 31 years of experience in the finance industry.
Bradley Ledwith (CRD# 3166100) is an Investment Advisor Representative working at Lpl Financial LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.
Adoree Lee (CRD# 5298850) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Gatos, CA and has over 16 years of experience in the finance industry.
Deborah Lee-Kavousi (CRD# 4679904) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Nicole Leffingwell (CRD# 5457776) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 15 years of experience in the finance industry.
Jessica Levan (CRD# 5524255) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morgan Hill, CA and has over 16 years of experience in the finance industry. Jessica Levan 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.
Angelika Lipow (CRD# 6280917) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 10 years of experience in the finance industry.
Alexander Ljubimow (CRD# 4872860) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 19 years of experience in the finance industry.
Spencer Lloyd (CRD# 5371072) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 7 years of experience in the finance industry. Spencer Lloyd 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.
Jennipher Lommen (CRD# 6595879) is an Investment Advisor Representative working at Wildflower Financial LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry. Jennipher Lommen 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.