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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
Basheer Husami (CRD# 5594107) is an Investment Advisor Representative working at Avantax Advisory Services in Fullerton, CA and has over 14 years of experience in the finance industry. Basheer Husami 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.
Kang-ning Hwang (CRD# 5063121) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fullerton, CA and has over 18 years of experience in the finance industry.
Bryan Kang (CRD# 6054946) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fullerton, CA and has over 11 years of experience in the finance industry.
Robert Kemp (CRD# 1854250) is an Investment Advisor Representative working at Kemp Financial Management, LLC in Fullerton, CA and has over 30 years of experience in the finance industry.
Joseph Klahorst (CRD# 5730605) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 13 years of experience in the finance industry.
Steven Klahorst (CRD# 1764916) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 28 years of experience in the finance industry.
John Koh (CRD# 3039419) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 25 years of experience in the finance industry. John Koh 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.
Victor Kuo (CRD# 2359452) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 26 years of experience in the finance industry.
Carl Lachman (CRD# 4812617) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 19 years of experience in the finance industry. Carl Lachman 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.
Eugene Lee (CRD# 3251486) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Fullerton, CA and has over 10 years of experience in the finance industry.