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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 Loo (CRD# 2417825) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilroy, CA and has over 30 years of experience in the finance industry.
Jerry Lopez (CRD# 2949340) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Matthew Lopez (CRD# 6294236) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Watsonville, CA and has over 9 years of experience in the finance industry.
Jonathan Lubell (CRD# 3220464) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Soquel, CA and has over 25 years of experience in the finance industry.
Caitlin Luttrell (CRD# 6504956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 8 years of experience in the finance industry.
Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 20 years of experience in the finance industry.
Anthony Madonna (CRD# 2632681) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Seaside, CA and has over 25 years of experience in the finance industry.
Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 27 years of experience in the finance industry. Kevin Mahoney 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.
Rosemary Manrao (CRD# 4959232) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 19 years of experience in the finance industry.
Roy Manriquez (CRD# 1002902) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 36 years of experience in the finance industry.