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Distance Only Los Gatos, 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
Brian Krawez (CRD# 2426387) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has 1 year of experience in the finance industry.
Maria Lamas (CRD# 6864183) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Adoree Lee (CRD# 5298850) is an Investment Advisor Representative working at Rockefeller Capital Management in Los Gatos, CA and has over 16 years of experience in the finance industry.
Deborah Lee-Kavousi (CRD# 4679904) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Caitlin Luttrell (CRD# 6504956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 8 years of experience in the finance industry.
Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 20 years of experience in the finance industry.
Roy Manriquez (CRD# 1002902) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 36 years of experience in the finance industry.
Bryan McCollam (CRD# 1873091) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 35 years of experience in the finance industry.
Chris McCrary (CRD# 2294498) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 31 years of experience in the finance industry.
June Perlas McGrew (CRD# 4720301) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Los Gatos, CA and has over 20 years of experience in the finance industry.