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Distance Only Carmel, CA
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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
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.
Raymond Mayer (CRD# 2346406) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 30 years of experience in the finance industry.
Matthew McConnell (CRD# 2804831) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 27 years of experience in the finance industry.
Shaun McGeary (CRD# 4900894) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel, CA and has over 19 years of experience in the finance industry.
Ryan Mende (CRD# 6353788) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 8 years of experience in the finance industry.
Linda Myrick (CRD# 3174527) is an Investment Advisor Representative working at Edward Jones in Carmel, CA and has over 25 years of experience in the finance industry.
Thomas Pelino (CRD# 728567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 43 years of experience in the finance industry.
Billy Potter (CRD# 6671990) is an Investment Advisor Representative working at Knight Of California LLC in Carmel, CA and has over 7 years of experience in the finance industry.
Kevin Price (CRD# 4839019) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Carmel, CA and has over 19 years of experience in the finance industry.
David Rutberg (CRD# 1840941) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 35 years of experience in the finance industry.