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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
Dana Albert (CRD# 6328703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 9 years of experience in the finance industry.
Miguel Alcala (CRD# 5440273) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 16 years of experience in the finance industry.
Piet Aldrich (CRD# 4652843) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 20 years of experience in the finance industry.
Arnold Aldus (CRD# 2639250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murrieta, CA and has over 28 years of experience in the finance industry.
Sima Alefi (CRD# 2957934) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Vincent Alessi (CRD# 5746417) is an Investment Advisor Representative working at Edward Jones in Carlsbad, CA and has over 14 years of experience in the finance industry.
George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Mohammad Ali (CRD# 7048435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 5 years of experience in the finance industry.
Gary Allen (CRD# 2515244) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 29 years of experience in the finance industry.
James Allen (CRD# 1882869) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry. James Allen 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.