-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Barnett (CRD# 1667160) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Caitlin Bloom (CRD# 7696734) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Gabriel Castellanos (CRD# 7489001) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has over 2 years of experience in the finance industry.
Andy Chong (CRD# 3166279) is an Investment Advisor Representative working at Highline Wealth Partners in Sherman Oaks, CA and has over 25 years of experience in the finance industry.
Drew Cohen (CRD# 6671788) is an Investment Advisor Representative working at Davidson Kahn Capital Management, LLC in Sherman Oaks, CA and has over 6 years of experience in the finance industry.
Uyen Dao (CRD# 7120674) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 4 years of experience in the finance industry.
Jonathon Devase (CRD# 7070565) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Sherman Oaks, CA and has over 4 years of experience in the finance industry.
Joshua Devry (CRD# 6659686) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 7 years of experience in the finance industry. Joshua Devry 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.
Alejandro Gallegos (CRD# 6355856) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has over 9 years of experience in the finance industry.
Mercedes Guevara (CRD# 7802014) is an Investment Advisor Representative working at Morgan Stanley in Sherman Oaks, CA and has 1 year of experience in the finance industry.