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Distance Only Solana Beach, 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
Donald Dempster (CRD# 2500548) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 28 years of experience in the finance industry.
Curt Di Giacomo (CRD# 4532439) is an Investment Advisor Representative working at Goal Line Wealth Management, Inc. in Solana Beach, CA and has over 21 years of experience in the finance industry. Curt Di Giacomo 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.
Henry Ferry (CRD# 2283442) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 31 years of experience in the finance industry.
Derek Gaertner (CRD# 5073232) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 15 years of experience in the finance industry.
Mark Halby (CRD# 5536243) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 15 years of experience in the finance industry. Mark Halby 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.
Judith Hamilton (CRD# 4773218) is an Investment Advisor Representative working at Hamilton Investment Advisors, LLC in Solana Beach, CA and has over 19 years of experience in the finance industry.
Walter Hansch (CRD# 1176591) is an Investment Advisor Representative working at Independent Financial Group, LLC in Solana Beach, CA and has over 16 years of experience in the finance industry.
Ryan Hyslop (CRD# 5693941) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Solana Beach, CA and has over 14 years of experience in the finance industry. Ryan Hyslop 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.
Trevor Isaacs (CRD# 6331128) is an Investment Advisor Representative working at Eagle Strategies LLC in Solana Beach, CA and has over 9 years of experience in the finance industry. Trevor Isaacs 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.
Brian Johnson (CRD# 4510220) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 21 years of experience in the finance industry.