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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
Richard Seapy (CRD# 4311214) is an Investment Advisor Representative working at Glacier Point Advisors, LLC in Tustin, CA and has over 15 years of experience in the finance industry.
Douglas Shaner (CRD# 1699415) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tustin, CA and has over 34 years of experience in the finance industry.
Nathan Taccini (CRD# 6598407) is an Investment Advisor Representative working at Financial Advisors Network, Inc. in Tustin, CA and has over 6 years of experience in the finance industry.
Sander Tom (CRD# 2578391) is an Investment Advisor Representative working at Lpl Financial LLC in Tustin, CA and has over 29 years of experience in the finance industry. Sander Tom 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.
Tu Tran (CRD# 2941092) is an Investment Advisor Representative working at Crosspoint Financial, LLC in Tustin, CA and has over 26 years of experience in the finance industry. Tu Tran 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 Van Overeem (CRD# 3186424) is an Investment Advisor Representative working at Rmr Capital Management LLC in Tustin, CA and has over 25 years of experience in the finance industry.
Cornelius Van Zutphen (CRD# 5264496) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tustin, CA and has over 17 years of experience in the finance industry. Cornelius Van Zutphen 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.
Michael Vaughn (CRD# 6036449) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 10 years of experience in the finance industry.
Robert Vaughn (CRD# 1068995) is an Investment Advisor Representative working at Vaughn Investment Advisors Inc. in Tustin, CA and has over 35 years of experience in the finance industry.