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Distance Only Tustin, 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
Martin Herrington (CRD# 6119200) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Tustin, CA and has over 11 years of experience in the finance industry.
Che-wei (albert) Hsu (CRD# 6765104) is an Investment Advisor Representative working at Lighthorse Asset Management, LLC in Tustin, CA and has 1 year of experience in the finance industry.
Michael Hu (CRD# 6312449) is an Investment Advisor Representative working at Mariner Independent in Tustin, CA and has 1 year of experience in the finance industry. Michael Hu 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.
Matthew Hudack (CRD# 1569769) is an Investment Advisor Representative working at Private Management Group Inc. in Tustin, CA and has over 36 years of experience in the finance industry.
Amy Kamps (CRD# 4323781) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 23 years of experience in the finance industry.
Rod Kamps (CRD# 2293492) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 31 years of experience in the finance industry. Rod Kamps 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.
Marvin Kang (CRD# 4763848) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tustin, CA and has over 19 years of experience in the finance industry.
Darci Kelley (CRD# 3224882) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 24 years of experience in the finance industry.
Brandon Kelly (CRD# 3073015) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tustin, CA and has over 25 years of experience in the finance industry. Brandon Kelly 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.
Christopher Keys (CRD# 4060545) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tustin, CA and has over 22 years of experience in the finance industry.