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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
Teresa Kakadelas (CRD# 3225090) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Teresa Kakadelas 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.
Shahryar Kashanchi (CRD# 1351829) is an Investment Advisor Representative working at Equitable Advisors, LLC in Solana Beach, CA and has over 39 years of experience in the finance industry.
Theodore Kay (CRD# 5643664) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 10 years of experience in the finance industry.
Timothy Kenska (CRD# 4894163) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Solana Beach, CA and has over 19 years of experience in the finance industry.
James King (CRD# 1798229) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Solana Beach, CA and has over 35 years of experience in the finance industry.
David Lam (CRD# 5052501) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 18 years of experience in the finance industry. David Lam 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.
Mengxi Ma (CRD# 5734515) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Mengxi Ma 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.
David Martin (CRD# 2071796) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Solana Beach, CA and has over 33 years of experience in the finance industry.
Douglas McKay (CRD# 3029279) is an Investment Advisor Representative working at Tucker Asset Management LLC in Solana Beach, CA and has over 16 years of experience in the finance industry.
Donald McKinney (CRD# 2398105) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Solana Beach, CA and has over 30 years of experience in the finance industry.