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Distance Metro area (25 miles)
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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
Edmundo Alvarado (CRD# 6467279) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 7 years of experience in the finance industry.
Toan Au (CRD# 4749137) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Covina, CA and has over 19 years of experience in the finance industry.
Chad Beck (CRD# 5426006) is an Investment Advisor Representative working at Lpl Financial LLC in West Covina, CA and has over 16 years of experience in the finance industry.
Gabriel Deluna (CRD# 5874399) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 12 years of experience in the finance industry.
Amber Emmerson (CRD# 2947073) is an Investment Advisor Representative working at Grove Point Advisors, LLC in West Covina, CA and has over 19 years of experience in the finance industry.
Julie Foong (CRD# 5710582) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 14 years of experience in the finance industry.
Samuel Genie (CRD# 3046307) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Covina, CA and has over 23 years of experience in the finance industry.
Jeffrey Hackbarth (CRD# 5481113) is an Investment Advisor Representative working at Lpl Financial LLC in West Covina, CA and has over 16 years of experience in the finance industry. Jeffrey Hackbarth 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.
Peter Hang (CRD# 5167047) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Covina, CA and has over 15 years of experience in the finance industry.
Jon Hubbert (CRD# 2061011) is an Investment Advisor Representative working at Grove Point Advisors, LLC in West Covina, CA and has over 31 years of experience in the finance industry.