-
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
Mark Tober (CRD# 1252006) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 32 years of experience in the finance industry.
Howard Townsend (CRD# 1153806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonsall, CA and has over 27 years of experience in the finance industry. Howard Townsend 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.
Mark Tracy (CRD# 6021317) is an Investment Advisor Representative working at Enduring Wealth Advisors in Temecula, CA and has over 11 years of experience in the finance industry. Mark Tracy 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.
Bettina Tran (CRD# 3241000) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 24 years of experience in the finance industry. Bettina Tran 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.
Peter Travis (CRD# 5830345) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 13 years of experience in the finance industry.
Timothy Travis (CRD# 4698981) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 17 years of experience in the finance industry.
Aaron Tucker (CRD# 6899556) is an Investment Advisor Representative working at Edward Jones in R S M, CA and has over 6 years of experience in the finance industry.
Christine Turnbull (CRD# 2870462) is an Investment Advisor Representative working at 401k Assist, LLC in San Clemente, CA and has over 23 years of experience in the finance industry.
Donna Vail Juarez (CRD# 4385565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 22 years of experience in the finance industry.
Paul Valencia (CRD# 1074828) is an Investment Advisor Representative working at Vineyard Wealth Advisory LLC in Temecula, CA and has over 36 years of experience in the finance industry.