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Distance Only La Mesa, 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
Danielle Stanton (CRD# 2416479) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 30 years of experience in the finance industry.
Miryana Trgo (CRD# 4628820) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 7 years of experience in the finance industry.
Allen Trim (CRD# 5768850) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 14 years of experience in the finance industry. Allen Trim 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.
Kyle Tweet (CRD# 4420042) is an Investment Advisor Representative working at Tweet Management Services, Inc. in La Mesa, CA and has over 22 years of experience in the finance industry.
Richard Venancio (CRD# 1516539) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 34 years of experience in the finance industry.
Gabrielle Watters (CRD# 6696490) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 7 years of experience in the finance industry. Gabrielle Watters 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.
Beth Westburg (CRD# 3238006) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 24 years of experience in the finance industry.
Monika Windle (CRD# 4088706) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 24 years of experience in the finance industry. Monika Windle 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.
Donaven Yousif (CRD# 6868118) is an Investment Advisor Representative working at Edward Jones in La Mesa, CA and has over 6 years of experience in the finance industry.
Peter Busalacchi (CRD# 7484002) is an Investment Advisor Representative working at Pacific Trust Capital Management in La Mesa, CA and has over 2 years of experience in the finance industry.