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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
Parth Bhatt (CRD# 7387093) is an Investment Advisor Representative working at Maaxiom Capital LLC in Fullerton, CA and has over 3 years of experience in the finance industry.
Dawn Bowman (CRD# 3082559) is an Investment Advisor Representative working at Mariner Wealth in Fullerton, CA and has over 25 years of experience in the finance industry.
Bradley Campbell (CRD# 3045442) 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.
Emad Gindi (CRD# 6038546) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fullerton, CA and has over 12 years of experience in the finance industry.
Wyatt Kiedrowski (CRD# 5896871) is an Investment Advisor Representative working at Kemp Financial Management, LLC in Fullerton, CA and has over 5 years of experience in the finance industry.
Tae Kim (CRD# 2986371) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fullerton, CA and has over 26 years of experience in the finance industry.
Amber Shrosbree (CRD# 7425215) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Amber Shrosbree 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.
Jonathan Whitmore (CRD# 7694450) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fullerton, CA and has 1 year of experience in the finance industry.
Lauren Zuniga (CRD# 6695584) is an Investment Advisor Representative working at Kemp Financial Management, LLC in Fullerton, CA and has 1 year of experience in the finance industry. Lauren Zuniga 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.