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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
Justin Tyrrell (CRD# 6175349) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 11 years of experience in the finance industry.
Enrique Villalobos (CRD# 4418425) is an Investment Advisor Representative working at Enrique Villalobos & Associates in West Covina, CA and has over 22 years of experience in the finance industry. Enrique Villalobos 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.
Timothy Wong (CRD# 1030436) is an Investment Advisor Representative working at Securities America Advisors, Inc. in West Covina, CA and has over 39 years of experience in the finance industry.
Tony Yu (CRD# 2871698) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Covina, CA and has over 26 years of experience in the finance industry. Tony Yu 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.
Christopher Andres (CRD# 7679176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Covina, CA and has 1 year of experience in the finance industry.
Alexa Barragan (CRD# 7183371) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Covina, CA and has over 3 years of experience in the finance industry.
Fernando Chen (CRD# 1999084) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Covina, CA and has over 34 years of experience in the finance industry.
Pengxin Fang (CRD# 7486466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Covina, CA and has 1 year of experience in the finance industry.
Vince Jones (CRD# 7525809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Covina, CA and has 1 year of experience in the finance industry.
Sean Kim (CRD# 5006683) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Covina, CA and has over 18 years of experience in the finance industry.