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Distance Only San Mateo, 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
Peter Evans (CRD# 1516196) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 20 years of experience in the finance industry.
David Fernelius (CRD# 2006559) is an Investment Advisor Representative working at Vantage Wealth Management, LLC in San Mateo, CA and has over 34 years of experience in the finance industry. David Fernelius 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.
Enrique Figueroa (CRD# 2575310) is an Investment Advisor Representative working at Veritas Wealth Partners, LLC in San Mateo, CA and has over 29 years of experience in the finance industry. Enrique Figueroa 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.
Nathan Fisher (CRD# 5308530) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 17 years of experience in the finance industry.
Mark Flowers (CRD# 5717806) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 14 years of experience in the finance industry. Mark Flowers 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.
Neil Fluken (CRD# 4397475) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 22 years of experience in the finance industry. Neil Fluken 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.
Tara Fowler (CRD# 4986208) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 18 years of experience in the finance industry.
Kali Franco (CRD# 6341727) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Mateo, CA and has over 9 years of experience in the finance industry.
Fochson Fung (CRD# 5335800) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Mateo, CA and has over 16 years of experience in the finance industry.