-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 31 years of experience in the finance industry. David Harris 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.
Daniel Higgins (CRD# 6903358) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 5 years of experience in the finance industry.
Rachel Hoang (CRD# 2905665) is an Investment Advisor Representative working at Independent Financial Group, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.
Michael Jeppson (CRD# 1418378) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 38 years of experience in the finance industry.
Jonathan Keetz (CRD# 5719339) is an Investment Advisor Representative working at Cambria Investment Management, LP in Manhattan Beach, CA and has over 7 years of experience in the finance industry.
Garrett Kelley (CRD# 2499725) is an Investment Advisor Representative working at Victory Capital Management Inc. in Manhattan Beach, CA and has over 29 years of experience in the finance industry.
Erik Kimoto (CRD# 4375823) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Manhattan Beach, CA and has over 22 years of experience in the finance industry.
Evan Kirkpatrick (CRD# 5272521) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.
Rob Knowles (CRD# 2259598) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Manhattan Beach, CA and has over 31 years of experience in the finance industry.
Ross Kroll (CRD# 6369946) is an Investment Advisor Representative working at Mariner Independent in Manhattan Beach, CA and has over 9 years of experience in the finance industry. Ross Kroll 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.