-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Nicole White (CRD# 5035221) is an Investment Advisor Representative working at Edward Jones in Vista, CA and has over 5 years of experience in the finance industry.
Khushbu Harjani (CRD# 5956662) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vista, CA and has over 12 years of experience in the finance industry.
Brandon Johnson (CRD# 7781977) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vista, CA and has 1 year of experience in the finance industry.
John Lacey (CRD# 1264017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 29 years of experience in the finance industry. John Lacey 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.
Troy Liddi (CRD# 7328479) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Vista, CA and has over 2 years of experience in the finance industry.
Caroline Talebi (CRD# 4698162) is an Investment Advisor Representative working at Edward Jones in Vista, CA and has over 20 years of experience in the finance industry.
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
Scott Butera (CRD# 2946276) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry. Scott Butera 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Web...
Kenneth Abady (CRD# 1563615) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 33 years of experience in the finance industry.