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Distance Only Torrance, 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
Tom Nguyen (CRD# 2858127) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry. Tom Nguyen 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.
Nicole Novales (CRD# 5986619) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 8 years of experience in the finance industry.
John O'brien (CRD# 6887246) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Torrance, CA and has over 6 years of experience in the finance industry.
Michael O'brien (CRD# 1296751) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Torrance, CA and has over 39 years of experience in the finance industry.
James O'grady (CRD# 5082879) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 18 years of experience in the finance industry.
Patrick O'hara (CRD# 2446216) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry. Patrick O'hara 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.
John O'toole (CRD# 1811307) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry.
Philippe Oertle (CRD# 5192671) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 17 years of experience in the finance industry.
Clifford Okuda (CRD# 1994173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Torrance, CA and has over 33 years of experience in the finance industry.
Hiroko Okunaga (CRD# 4230105) is an Investment Advisor Representative working at Primerica Advisors in Torrance, CA and has over 23 years of experience in the finance industry.