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Distance Only Irvine, 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
Jolene Albrecht (CRD# 2784341) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Irvine, CA and has over 27 years of experience in the finance industry.
Courtland Alex (CRD# 2285309) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 31 years of experience in the finance industry.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Michael Allbee 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.
David Almquist (CRD# 846960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 43 years of experience in the finance industry.
Michael Alongi (CRD# 5780527) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 13 years of experience in the finance industry.
Neil Amor (CRD# 1746699) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 27 years of experience in the finance industry.
Brandon An (CRD# 6774114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Jeffrey Andrews (CRD# 4473407) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irvine, CA and has over 22 years of experience in the finance industry.
Stephen Andrusky (CRD# 4162563) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 23 years of experience in the finance industry.