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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
Jon Greulich (CRD# 3158616) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Shannon Grey (CRD# 3242636) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 24 years of experience in the finance industry. Shannon Grey 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.
Gary Gunning (CRD# 1079404) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 41 years of experience in the finance industry. Gary Gunning 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.
Amal Hagisufi (CRD# 6330461) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 8 years of experience in the finance industry.
Max Hangartner (CRD# 4616599) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Donald Hankins (CRD# 1600556) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 37 years of experience in the finance industry.
Judith Harlan (CRD# 6041618) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 10 years of experience in the finance industry. Judith Harlan 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.
Jon Harris (CRD# 238000) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Mick Heyman (CRD# 2626240) is an Investment Advisor Representative working at Heyman Investment Counseling (HIC) LLC in San Diego, CA and has over 35 years of experience in the investment industry.
HIC specializes in mianaging portfolios for individuals and tailoring their portfolio to meet their unique investment goals.
The equity philosophy is is to protect capital, provide a growing level of inceme an and achieve consistent returns over long periods of time. HIC focusses on 3 types of stocks, Quality Yield, Cyclical Growth and Superior Earnings. The buy discipline blends 3 tyoes of...
Michael Ho (CRD# 6980761) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 5 years of experience in the finance industry.