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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
Bhoopinder Kohli (CRD# 1247221) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 36 years of experience in the finance industry.
Michael Lambrakis (CRD# 5960129) is an Investment Advisor Representative working at Mariner Independent in Tustin, CA and has over 12 years of experience in the finance industry. Michael Lambrakis 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.
Kenneth Latourette (CRD# 3062589) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tustin, CA and has over 23 years of experience in the finance industry.
Alexander Lee (CRD# 5363278) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Tustin, CA and has over 6 years of experience in the finance industry.
Tammy Lee (CRD# 4984629) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Tustin, CA and has over 16 years of experience in the finance industry. Tammy Lee 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.
Shao Lin (CRD# 2652954) is an Investment Advisor Representative working at The Financial Advisors in Tustin, CA and has over 28 years of experience in the finance industry.
Greg Long (CRD# 2430169) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 30 years of experience in the finance industry.
Michael Long (CRD# 6741510) is an Investment Advisor Representative working at Edward Jones in Tustin, CA and has over 6 years of experience in the finance industry.
Daniel Lopez (CRD# 5910320) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tustin, CA and has over 12 years of experience in the finance industry.
Sara Lovell (CRD# 5326656) is an Investment Advisor Representative working at 21 West Wealth Management LLC in Tustin, CA and has over 13 years of experience in the finance industry. Sara Lovell 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.