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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
Baron Lee (CRD# 6988312) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Santa Clarita, CA and has over 5 years of experience in the finance industry.
Sonia Lee (CRD# 7666313) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clarita, CA and has 1 year of experience in the finance industry.
Willie Lopez (CRD# 7159293) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 4 years of experience in the finance industry.
Trista Monroe (CRD# 5822309) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clarita, CA and has over 12 years of experience in the finance industry.
Joshua Mumper (CRD# 7652685) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has 1 year of experience in the finance industry.
Rosario Nicho Casas (CRD# 7182150) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 4 years of experience in the finance industry.
Mathew Reyna (CRD# 7679153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has 1 year of experience in the finance industry.
Niall Shaffery (CRD# 6962112) is an Investment Advisor Representative working at Vance Wealth in Santa Clarita, CA and has over 2 years of experience in the finance industry.
Michael Wright (CRD# 7112286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 4 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...