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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
Derek Long (CRD# 7790533) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has 1 year of experience in the finance industry.
Tri Mai (CRD# 7296465) is an Investment Advisor Representative working at Tm Wealth Management, LLC in Murrieta, CA and has over 5 years of experience in the finance industry.
Michael May (CRD# 7293136) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has 1 year of experience in the finance industry.
Elizabeth McSparran (CRD# 7675074) is an Investment Advisor Representative working at Edward Jones in Murrieta, CA and has 1 year of experience in the finance industry.
Christian Ortiz Gonzalez (CRD# 7193118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murrieta, CA and has over 3 years of experience in the finance industry.
Lewis Parker (CRD# 2052652) is an Investment Advisor Representative working at Parker Financial Insurance Services in Murrieta, CA and has over 32 years of experience in the finance industry.
Jesus Romero (CRD# 5630327) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Murrieta, CA and has over 15 years of experience in the finance industry.
Daniel Schepe (CRD# 5655169) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 14 years of experience in the finance industry.
Felix Torres (CRD# 6908146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 6 years of experience in the finance industry.
Lisa Whitaker (CRD# 5625636) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Murrieta, CA and has over 15 years of experience in the finance industry.