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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
Kevin Mayer (CRD# 6475388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 8 years of experience in the finance industry.
Mike Mc Coy (CRD# 1798106) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 25 years of experience in the finance industry.
Deborah McClure (CRD# 2546129) is an Investment Advisor Representative working at Edward Jones in Menifee, CA and has over 15 years of experience in the finance industry.
Douglas McCowen (CRD# 1066218) is an Investment Advisor Representative working at Independent Financial Group, LLC in Trabuco Canyon, CA and has over 27 years of experience in the finance industry.
Shane McCoy (CRD# 6923861) is an Investment Advisor Representative working at Edward Jones in Wildomar, CA and has over 5 years of experience in the finance industry.
Richard McFadden (CRD# 2765788) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 27 years of experience in the finance industry.
Patrick McGill (CRD# 6313505) is an Investment Advisor Representative working at Robertson Investment Management in Oceanside, CA and has over 9 years of experience in the finance industry. Patrick McGill 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.
Patrick McGinley (CRD# 2309872) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 31 years of experience in the finance industry.
Stephen McGuirk (CRD# 5880484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mission Viejo, CA and has over 12 years of experience in the finance industry.
Ryan McLaughlin (CRD# 4597125) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Santa Margari, CA and has over 21 years of experience in the finance industry.