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Distance Only Fullerton, 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
Michael Duran (CRD# 5059428) is an Investment Advisor Representative working at Michael W. Duran, Cpa, Apc in Fullerton, CA and has over 22 years of experience in the finance industry.
Regina Frias (CRD# 2748727) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 27 years of experience in the finance industry.
John Galea (CRD# 4201747) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fullerton, CA and has over 23 years of experience in the finance industry.
James Grace (CRD# 6331879) is an Investment Advisor Representative working at Commonwealth Financial Network in Fullerton, CA and has 1 year of experience in the finance industry.
Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Placentia, CA and has over 25 years of experience in the finance industry.
Paul Gregerson (CRD# 2637409) is an Investment Advisor Representative working at Avantax Advisory Services in Fullerton, CA and has over 25 years of experience in the finance industry.
Kitmen Gunther (CRD# 2331954) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 30 years of experience in the finance industry.
Russell Hall (CRD# 5426788) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Russell Hall 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.
Lauren Hawekotte (CRD# 5109892) is an Investment Advisor Representative working at Commonwealth Financial Network in Fullerton, CA and has over 10 years of experience in the finance industry. Lauren Hawekotte 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.
Vi Houang (CRD# 4949158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 18 years of experience in the finance industry. Vi Houang 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.