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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 Young (CRD# 3277843) is an Investment Advisor Representative working at Waterfront Advisors in Avalon, CA and has over 16 years of experience in the finance industry.
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.
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.
Genae Affrunti (CRD# 5527996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 12 years of experience in the finance industry.
Alan Aidekman (CRD# 2816936) is an Investment Advisor Representative working at Orange County Asset Management in Orange, CA and has over 27 years of experience in the finance industry.
Elizabeth Amendt (CRD# 4424978) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 22 years of experience in the finance industry.
Maureen Ault (CRD# 1618589) is an Investment Advisor Representative working at Spc in Costa Mesa, CA and has over 30 years of experience in the finance industry. Maureen Ault 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.
Christopher Ballard (CRD# 4196518) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.
Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.