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Distance Only Marina Del Rey, 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
Kenneth Funsten (CRD# 1981685) is an Investment Advisor Representative working at Famco in Marina Del Rey, CA and has over 34 years of experience in the finance industry.
Brant Griffin (CRD# 2692488) is an Investment Advisor Representative working at North Pier Fiduciary Management, LLC in Marina Del Rey, CA and has over 28 years of experience in the finance industry.
Ming-li Ho (CRD# 4514947) is an Investment Advisor Representative working at Ab Hhelio Associates, Inc. in Marina Del Rey, CA and has 1 year of experience in the finance industry.
Steven Levin (CRD# 5984170) is an Investment Advisor Representative working at Newedge Advisors in Marina Del Rey, CA and has over 8 years of experience in the finance industry.
Crystal McMahon (CRD# 1191470) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 20 years of experience in the finance industry. Crystal McMahon 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.
Gregory Metzger (CRD# 6794093) is an Investment Advisor Representative working at North Pier Fiduciary Management, LLC in Marina Del Rey, CA and has over 5 years of experience in the finance industry.
Susan Morton (CRD# 2584362) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marina Del Rey, CA and has over 29 years of experience in the finance industry.
John Newitt (CRD# 347032) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marina Del Rey, CA and has 1 year of experience in the finance industry.
Minh Phan (CRD# 4273978) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Marina Del Rey, CA and has over 20 years of experience in the finance industry. Minh Phan 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.
Benjamin Porras (CRD# 4629620) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Marina Del Rey, CA and has over 20 years of experience in the finance industry.