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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
Mahalene Dulay (CRD# 5122368) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Bulent Erol (CRD# 6121921) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Stephen Fagas (CRD# 2452072) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Morgan Fippinger (CRD# 6687100) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Diego, CA and has over 7 years of experience in the finance industry.
Angeli Forster (CRD# 1240168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 40 years of experience in the finance industry.
Sandra Franklin (CRD# 2488325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
Jonathan Freeman (CRD# 6995923) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Steven Friedman (CRD# 2786608) is an Investment Advisor Representative working at Kalo Capital Management, LLC in San Diego, CA and has over 27 years of experience in the finance industry.
William Friess (CRD# 814694) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.
Brett Gatta (CRD# 6051293) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 12 years of experience in the finance industry.