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Distance Only Concord, 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
Jeong Kim (CRD# 4406438) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 22 years of experience in the finance industry.
Eric Lai (CRD# 4726336) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, CA and has over 20 years of experience in the finance industry. Eric Lai 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.
Ian Lee (CRD# 2359004) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 30 years of experience in the finance industry.
Umberto Leone (CRD# 5958156) is an Investment Advisor Representative working at Edward Jones in Concord, CA and has over 12 years of experience in the finance industry.
Pouneh Lomboy (CRD# 6074779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, CA and has over 11 years of experience in the finance industry.
Karry Maciak (CRD# 4332863) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 23 years of experience in the finance industry.
Michael Martin (CRD# 2846110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 27 years of experience in the finance industry.
Richard McDaniel (CRD# 1111710) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 17 years of experience in the finance industry.
Kevin McGregor (CRD# 2540872) is an Investment Advisor Representative working at Avantax Advisory Services in Concord, CA and has over 29 years of experience in the finance industry.
David McWilliams (CRD# 2762832) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 27 years of experience in the finance industry.