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Distance Only San Diego, 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
Piet Aldrich (CRD# 4652843) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 20 years of experience in the finance industry.
Joshua Aldus (CRD# 6615466) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Sima Alefi (CRD# 2957934) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 26 years of experience in the finance industry.
George Alessandria (CRD# 4690027) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 20 years of experience in the finance industry.
George Alexander (CRD# 1064830) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Darrell Alford (CRD# 1397636) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 31 years of experience in the finance industry.
Thomas Alford (CRD# 5698146) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 14 years of experience in the finance industry.
Courtney Allen (CRD# 5607322) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 39 years of experience in the finance industry.
Javier Allen (CRD# 5727391) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Javier Allen 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.