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Distance Metro area (25 miles)
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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
Pavan Nagpal (CRD# 5122197) is an Investment Advisor Representative working at Sila Value Advisors, LLC in Manhattan Beach, CA and has over 14 years of experience in the finance industry.
Brett Niven (CRD# 3120871) is an Investment Advisor Representative working at Beach Cities Wealth Management, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.
Christopher Packard (CRD# 4141848) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 23 years of experience in the finance industry.
Diego Parra-Cortez (CRD# 6731753) is an Investment Advisor Representative working at Madrid Retirement Advisors in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
Paul Pitchess (CRD# 6140581) is an Investment Advisor Representative working at Avantax Advisory Services in Manhattan Beach, CA and has over 10 years of experience in the finance industry.
Rena Pitchess (CRD# 6140578) is an Investment Advisor Representative working at Avantax Advisory Services in Manhattan Beach, CA and has over 9 years of experience in the finance industry.
Stephen Price-Hughes (CRD# 4059857) is an Investment Advisor Representative working at Excelsus Capital Management in Manhattan Beach, CA and has over 22 years of experience in the finance industry. Stephen Price-Hughes 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.
Amina Qadri (CRD# 6760052) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
Yvonne Redmond (CRD# 808830) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 24 years of experience in the finance industry.
Justin Reese (CRD# 5100310) is an Investment Advisor Representative working at New Edge Wealth in Manhattan Beach, CA and has over 18 years of experience in the finance industry. Justin Reese 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.