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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
Scott Sloan (CRD# 2381781) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 30 years of experience in the finance industry. Scott Sloan 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.
Liliana Soto (CRD# 5085336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fullerton, CA and has over 16 years of experience in the finance industry. Liliana Soto 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.
Jimmy Suh (CRD# 2264741) is an Investment Advisor Representative working at Pfg Advisors in Fullerton, CA and has over 31 years of experience in the finance industry.
James Thornburgh (CRD# 2833499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fullerton, CA and has over 26 years of experience in the finance industry.
Afra Torres De Macias (CRD# 5317220) is an Investment Advisor Representative working at Primerica Advisors in Fullerton, CA and has over 16 years of experience in the finance industry.
Jason Valle (CRD# 5521777) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 15 years of experience in the finance industry.
William Walker (CRD# 1465509) is an Investment Advisor Representative working at Mariner Wealth in Fullerton, CA and has over 32 years of experience in the finance industry. William Walker 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.
Dawn Winship (CRD# 5481184) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fullerton, CA and has over 16 years of experience in the finance industry.
James Zivich (CRD# 1251907) is an Investment Advisor Representative working at Lpl Financial LLC in Fullerton, CA and has over 32 years of experience in the finance industry.
Victor Avila (CRD# 6125749) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fullerton, CA and has over 10 years of experience in the finance industry.