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Distance Only San Marcos, 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
Lisa Koyama (CRD# 5888830) is an Investment Advisor Representative working at Lpl Financial LLC in San Marcos, CA and has over 9 years of experience in the finance industry.
James Lindsay (CRD# 1002597) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Marcos, CA and has over 42 years of experience in the finance industry.
Lloyd Manzanilla (CRD# 6032548) is an Investment Advisor Representative working at Edward Jones in San Marcos, CA and has over 12 years of experience in the finance industry.
Bryce McCloud (CRD# 6184022) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Marcos, CA and has over 5 years of experience in the finance industry.
Nicholas McCormack (CRD# 5855769) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Marcos, CA and has over 10 years of experience in the finance industry.
Eric Moffitt (CRD# 2041922) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Marcos, CA and has over 33 years of experience in the finance industry.
Kevin Rainosek (CRD# 4219637) is an Investment Advisor Representative working at Edward Jones in San Marcos, CA and has over 20 years of experience in the finance industry.
Gay Reeves (CRD# 1110618) is an Investment Advisor Representative working at Lpl Financial LLC in San Marcos, CA and has over 33 years of experience in the finance industry.
Leonides Rivera (CRD# 5815526) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Marcos, CA and has over 7 years of experience in the finance industry.
David Simpson (CRD# 2669494) is an Investment Advisor Representative working at Lpl Financial LLC in San Marcos, CA and has over 28 years of experience in the finance industry.