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Distance Only Laguna Niguel, 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
Adam Liquori (CRD# 5074951) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Laguna Niguel, CA and has over 18 years of experience in the finance industry.
Kiley Maertz (CRD# 5294563) is an Investment Advisor Representative working at Compound Planning in Laguna Niguel, CA and has over 16 years of experience in the finance industry.
Ernest Martinez (CRD# 2167081) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 32 years of experience in the finance industry.
Gary Miller (CRD# 1055826) is an Investment Advisor Representative working at Trusted Financial Advisors in Laguna Niguel, CA and has over 39 years of experience in the finance industry. Gary Miller 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.
James Miller (CRD# 5742070) is an Investment Advisor Representative working at Ruesoff Asset Management LLC in Laguna Niguel, CA and has over 12 years of experience in the finance industry.
Steven Miranda (CRD# 4918375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 17 years of experience in the finance industry.
Shawn Mulrenan (CRD# 6848864) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 6 years of experience in the finance industry.
Ryan Neville (CRD# 2641910) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laguna Niguel, CA and has over 16 years of experience in the finance industry. Ryan Neville 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.
Eric Nichols (CRD# 2710703) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 27 years of experience in the finance industry.
Scott O'brien (CRD# 1220808) is an Investment Advisor Representative working at Fisher Investments in Laguna Niguel, CA and has over 40 years of experience in the finance industry.