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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
Anh Huynh (CRD# 5153412) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Covina, CA and has over 17 years of experience in the finance industry.
Raafat Iskander (CRD# 2409773) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 30 years of experience in the finance industry.
Youstina Iskander (CRD# 6460639) is an Investment Advisor Representative working at Calton & Associates, Inc. in West Covina, CA and has over 6 years of experience in the finance industry.
Perry Johnson (CRD# 2514257) 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.
Phillip Kiriboon (CRD# 4004129) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Covina, CA and has over 24 years of experience in the finance industry.
Jungtsan Lee (CRD# 2262862) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in West Covina, CA and has over 31 years of experience in the finance industry.
Claudia Lin (CRD# 6855097) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 5 years of experience in the finance industry. Claudia Lin 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.
Junwei Liu (CRD# 3111230) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in West Covina, CA and has over 24 years of experience in the finance industry.
David Lumiqued (CRD# 2689449) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Covina, CA and has over 28 years of experience in the finance industry.
Gabriela Molina (CRD# 4036707) is an Investment Advisor Representative working at Primerica Advisors in Montclair, CA and has over 22 years of experience in the finance industry.