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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
Jason Hathaway (CRD# 5001545) is an Investment Advisor Representative working at Hathaway Capital Management, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
Patrick Kendall (CRD# 4400795) is an Investment Advisor Representative working at Cws Investments in Newport Beach, CA and has over 22 years of experience in the finance industry.
David Levinson (CRD# 705929) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 39 years of experience in the finance industry.
Mark Pivan (CRD# 2564464) is an Investment Advisor Representative working at Pivan Investment Engineering Company, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.
Thuy Tran (CRD# 6302554) is an Investment Advisor Representative working at Kyur, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Vinh Tran (CRD# 1839412) is an Investment Advisor Representative working at Kyur, Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Leilani Walkush (CRD# 4609490) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.
Charmin Wu (CRD# 4633293) is an Investment Advisor Representative working at Avantax Advisory Services in Newport Beach, CA and has over 20 years of experience in the finance industry.