-
Distance Only Dana Point, CA
-
COMPENSATION Either
-
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
Leslie Calhoun (CRD# 2047866) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 31 years of experience in the finance industry.
Eric Cedergreen (CRD# 2376216) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 30 years of experience in the finance industry.
Brandon Clark (CRD# 7035559) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 5 years of experience in the finance industry. Brandon Clark 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.
Raymond Clark (CRD# 1009242) is an Investment Advisor Representative working at The Clark Group Asset Management in Dana Point, CA and has over 38 years of experience in the finance industry. Raymond Clark 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.
Daniel Cota (CRD# 2756186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dana Point, CA and has over 27 years of experience in the finance industry.
Michael Drabkin (CRD# 3231420) is an Investment Advisor Representative working at Planmember Securities Corporation in Dana Point, CA and has over 24 years of experience in the finance industry.
Paul Fiocca (CRD# 2834030) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dana Point, CA and has over 27 years of experience in the finance industry.
David Goerz (CRD# 2542377) is an Investment Advisor Representative working at Strategic Frontier Management, LLC in Dana Point, CA and has over 7 years of experience in the finance industry.
Eric Haney (CRD# 6174717) is an Investment Advisor Representative working at Haney Capital Management in Dana Point, CA and has over 13 years of experience in the finance industry.
Matthew Johnson (CRD# 2706629) is an Investment Advisor Representative working at Lpl Financial LLC in Dana Point, CA and has over 28 years of experience in the finance industry. Matthew Johnson 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.