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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
Barrett Jackson (CRD# 6377596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 9 years of experience in the finance industry.
James Kefalas (CRD# 4200176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry.
Aaron Khafi (CRD# 6069119) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 11 years of experience in the finance industry.
Stephen Kiernan (CRD# 1527372) is an Investment Advisor Representative working at Anchor Financial Group in Brea, CA and has over 27 years of experience in the finance industry. Stephen Kiernan 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.
Danilo Kim (CRD# 4986454) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Danilo Kim 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.
Donghoon Kim (CRD# 5869819) is an Investment Advisor Representative working at Eagle Strategies LLC in Anaheim, CA and has over 13 years of experience in the finance industry.
Stacey Kim (CRD# 4646324) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 20 years of experience in the finance industry. Stacey Kim 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.
Yong Kim (CRD# 2847576) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 27 years of experience in the finance industry.
Raymond Kinjo (CRD# 4552299) is an Investment Advisor Representative working at Eagle Strategies LLC in Yorba Linda, CA and has over 21 years of experience in the finance industry.
Gerald Kleber (CRD# 4171700) is an Investment Advisor Representative working at The Ameriflex Group in Brea, CA and has over 23 years of experience in the finance industry.