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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
Martin Briesach (CRD# 1697980) is an Investment Advisor Representative working at Nich Capital Partners, Inc. in La Quinta, CA and has over 35 years of experience in the finance industry.
Michael Brown (CRD# 4340163) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Quinta, CA and has over 22 years of experience in the finance industry.
James Bruner (CRD# 3028116) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 26 years of experience in the finance industry.
Gregory Butler (CRD# 2503912) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry. Yisen Cai 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.
Luis Carrera (CRD# 5125973) is an Investment Advisor Representative working at Lpl Financial LLC in La Quinta, CA and has over 18 years of experience in the finance industry.
Brent Carroll (CRD# 2087733) is an Investment Advisor Representative working at Planmember Securities Corporation in La Quinta, CA and has over 23 years of experience in the finance industry.
Jonathan Cheng (CRD# 2067921) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 34 years of experience in the finance industry. Jonathan Cheng 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.
Christian Choi (CRD# 2397382) is an Investment Advisor Representative working at Relion Assets Management, LLC in Rancho Mirage, CA and has over 22 years of experience in the finance industry. Christian Choi 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.
Allan Clark (CRD# 1004171) is an Investment Advisor Representative working at Lincoln Investment in Indio, CA and has over 42 years of experience in the finance industry.