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Distance Only Oceanside, 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
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.
Andrea Orlando (CRD# 1454077) is an Investment Advisor Representative working at Summit Financial, LLC in Oceanside, CA and has over 38 years of experience in the finance industry. Andrea Orlando 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.
Nicole Peterkin (CRD# 5905866) is an Investment Advisor Representative working at Peterkin Financial, LLC in Oceanside, CA and has over 12 years of experience in the finance industry. Nicole Peterkin 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.
Callie Renner (CRD# 6420427) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Oceanside, CA and has over 8 years of experience in the finance industry. Callie Renner 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.
Joseph Sebo (CRD# 417737) is an Investment Advisor Representative working at Joseph M. Sebo, Cfp Inc. in Oceanside, CA and has over 41 years of experience in the finance industry. Joseph Sebo 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.
Amy Sharp (CRD# 2496032) is an Investment Advisor Representative working at Amy T. Sharp, Cfp, LLC in Oceanside, CA and has over 29 years of experience in the finance industry. Amy Sharp 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.
Bryan Skoruppa (CRD# 4574939) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Oceanside, CA and has over 21 years of experience in the finance industry. Bryan Skoruppa 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.
Brian Smith (CRD# 2662335) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Oceanside, CA and has over 28 years of experience in the finance industry.
Dustin Smith (CRD# 6713976) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oceanside, CA and has over 7 years of experience in the finance industry.
Daniel Sponseller (CRD# 5986924) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, CA and has over 12 years of experience in the finance industry.