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Distance Only Westminster, 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
William Faith (CRD# 5963208) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Westminster, CA and has over 12 years of experience in the finance industry.
Michael Hicks (CRD# 3130858) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, CA and has over 25 years of experience in the finance industry.
Triet Huynh (CRD# 5986368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westminster, CA and has over 12 years of experience in the finance industry.
Ted Ngo (CRD# 2905920) is an Investment Advisor Representative working at Eagle Strategies LLC in Westminster, CA and has over 23 years of experience in the finance industry. Ted Ngo 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.
Gina Nguyen (CRD# 5340974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westminster, CA and has over 16 years of experience in the finance industry.
Perry Nocifora (CRD# 1387635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westminster, CA and has over 31 years of experience in the finance industry. Perry Nocifora 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.
Cameron Rose (CRD# 6645161) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westminster, CA and has over 7 years of experience in the finance industry.
William Shinen (CRD# 843363) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westminster, CA and has over 31 years of experience in the finance industry.
Robin Sun (CRD# 6101223) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Westminster, CA and has over 11 years of experience in the finance industry.
David Tipple (CRD# 6263181) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, CA and has over 10 years of experience in the finance industry.