-
Distance Metro area (25 miles)
-
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
Spencer Kelly (CRD# 4741392) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has over 11 years of experience in the finance industry. Regatta Capital Group provides investment management and financial planning advice to individuals, families, business owners and endowments. The firm’s dedication to providing exceptional personalized service, world-class money management, niche investment offerings and unparalleled independence differentiates Regatta from its peers.
Jason Kelso (CRD# 4828284) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 19 years of experience in the finance industry.
Daniel Kerr (CRD# 6418221) is an Investment Advisor Representative working at Running Point Capital Advisors LLC in El Segundo, CA and has over 8 years of experience in the finance industry. Daniel Kerr 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.
Tae Kim (CRD# 3226715) is an Investment Advisor Representative working at Prudential Financial Planning Services in El Segundo, CA and has over 24 years of experience in the finance industry.
Gokhan Kisacikoglu (CRD# 5761828) is an Investment Advisor Representative working at Quants Capital Management, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.
Brian Klimke (CRD# 4690819) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 18 years of experience in the finance industry.
Kelly Kohagura (CRD# 4306824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Segundo, CA and has over 20 years of experience in the finance industry.
Vaishali Kothari (CRD# 4602117) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 14 years of experience in the finance industry.
Jim Kottoor (CRD# 3182283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segundo, CA and has over 22 years of experience in the finance industry.
John Koudsi (CRD# 2724676) is an Investment Advisor Representative working at Core Financial in El Segundo, CA and has over 28 years of experience in the finance industry. John Koudsi 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.