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Distance Only Del Mar, 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
David Saviage (CRD# 2232971) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 32 years of experience in the finance industry.
Marcus Shaw (CRD# 7045618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 5 years of experience in the finance industry.
Robert Shopes (CRD# 5851948) is an Investment Advisor Representative working at Favrile Financial in Del Mar, CA and has over 13 years of experience in the finance industry. Robert Shopes 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.
Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 35 years of experience in the finance industry.
Constance Walsh (CRD# 1192281) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Del Mar, CA and has over 38 years of experience in the finance industry. Constance Walsh 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.
Dashiell Weiner (CRD# 6115653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Del Mar, CA and has over 11 years of experience in the finance industry.
Thomas Wolfson (CRD# 1470824) is an Investment Advisor Representative working at First Light Retirement, LLC in Del Mar, CA and has over 38 years of experience in the finance industry.
Tyler Wolfson (CRD# 5012340) is an Investment Advisor Representative working at First Light Retirement, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.
Annette Young (CRD# 2796229) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Del Mar, CA and has over 27 years of experience in the finance industry.
Michael Farrow (CRD# 6644262) is an Investment Advisor Representative at FlightPath Financial Planning in Del Mar, CA and has over 4 years of experience in the finance industry. Michael Farrow 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.