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Distance Only Manhattan Beach, 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
Kathleen Adams (CRD# 3266692) is an Investment Advisor Representative working at Second 50 Financial in Manhattan Beach, CA and has over 24 years of experience in the finance industry. Kathleen Adams 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.
Muzaffar Ahmed (CRD# 2091879) is an Investment Advisor Representative working at New Edge Wealth in Manhattan Beach, CA and has over 33 years of experience in the finance industry.
Edgar Arango (CRD# 5452517) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.
Joel Barbee (CRD# 4854682) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Manhattan Beach, CA and has over 2 years of experience in the finance industry.
David Bate (CRD# 1667941) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 35 years of experience in the finance industry.
Behnam Beheshti (CRD# 6319551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manhattan Beach, CA and has over 9 years of experience in the finance industry.
Jessica Blount (CRD# 5184869) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Manhattan Beach, CA and has over 16 years of experience in the finance industry.
Mark Brisson (CRD# 4497486) is an Investment Advisor Representative working at Next Financial Group, Inc. in Manhattan Beach, CA and has over 22 years of experience in the finance industry. Mark Brisson 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.
Julie Broady (CRD# 3053800) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.
Kevin Buckle (CRD# 5559009) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Manhattan Beach, CA and has 1 year of experience in the finance industry.