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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
Frank Alvarez (CRD# 6440292) is an Investment Advisor Representative working at Tidemark, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Kathryn Alvarez (CRD# 5433198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 14 years of experience in the finance industry.
Michael Alvarez (CRD# 5183288) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Bryce Alvari (CRD# 6140523) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Diego, CA and has over 11 years of experience in the finance industry. Bryce Alvari 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.
Shaun Alzate (CRD# 5350596) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Donald Anders (CRD# 5635086) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Clark Anderson (CRD# 1354226) is an Investment Advisor Representative working at Principal Securities, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. Clark Anderson 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.
Erik Anderson (CRD# 3087085) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 25 years of experience in the finance industry.
John Anderson (CRD# 2818878) 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.
Jonathan Anderson (CRD# 5177080) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 17 years of experience in the finance industry.