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Distance Only Coronado, 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
Claudia Mata (CRD# 4792729) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Coronado, CA and has over 19 years of experience in the finance industry.
Brandon Mather (CRD# 6018226) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coronado, CA and has over 12 years of experience in the finance industry. Brandon Mather 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.
Hector Penalosa (CRD# 2778914) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Coronado, CA and has over 25 years of experience in the finance industry.
Joshua Perri (CRD# 5667542) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coronado, CA and has over 14 years of experience in the finance industry.
Linda Rogers (CRD# 5532846) is an Investment Advisor Representative working at Planning Within Reach, LLC in Coronado, CA and has 1 year of experience in the finance industry. Linda Rogers 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.
Jefferson Rotherham (CRD# 6355070) is an Investment Advisor Representative working at Orion Capital Management LLC in Coronado, CA and has over 8 years of experience in the finance industry. Jefferson Rotherham 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.
David Stecher (CRD# 1594959) is an Investment Advisor Representative working at Capacuity LLC in Coronado, CA and has over 37 years of experience in the finance industry.
We opened our doors in 2002 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment strategies that are both comfortable for our clients and suitable for their financial circumstances.
Orion Capital Management LLC is a privately-owned Registered Investment Advisor based in Coronado, California. We are an independent fiduciary, and as such we guard the interests of our clients vigorously. We are committed to providing our clients portfolio management that is grounded in our objective research and judgment.
Our firm is structured...
Donald Woodhouse (CRD# 1407505) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coronado, CA and has over 38 years of experience in the finance industry.
Joe Woods (CRD# 1813428) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coronado, CA and has over 35 years of experience in the finance industry.