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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
Andrew Goins (CRD# 6056176) is an Investment Advisor Representative working at Primerica Advisors in Chula Vista, CA and has over 11 years of experience in the finance industry.
William Greenwald (CRD# 1537372) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Chula Vista, CA and has over 16 years of experience in the finance industry.
Kunal Gupta (CRD# 7422088) is an Investment Advisor Representative working at Gold Path Investment Group in Chula Vista, CA and has 1 year of experience in the finance industry.
Kristin Krueger (CRD# 7508677) is an Investment Advisor Representative working at Edward Jones in Chula Vista, CA and has 1 year of experience in the finance industry.
Eddie McGee (CRD# 7164471) is an Investment Advisor Representative working at Smith & Wyatt in Chula Vista, CA and has over 4 years of experience in the finance industry.
Dhansukhbhai Patel (CRD# 3053958) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chula Vista, CA and has over 23 years of experience in the finance industry.
Damian Sanchez (CRD# 7386768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 2 years of experience in the finance industry.
Davee Schulte (CRD# 2814412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chula Vista, CA and has over 7 years of experience in the finance industry.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 16 years of experience in the finance industry. Paul Lim 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 putclients' interests first and comply with the Financial Planning Practice Standards.