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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
Ricardo Rodriguez (CRD# 2840545) is an Investment Advisor Representative working at Lpl Financial LLC in Whittier, CA and has over 27 years of experience in the finance industry.
Douglas Rowan (CRD# 1507968) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Whittier, CA and has over 29 years of experience in the finance industry. Douglas Rowan 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.
Gary Seybold (CRD# 1653576) is an Investment Advisor Representative working at Lpl Financial LLC in Whittier, CA and has over 16 years of experience in the finance industry.
Johnny Tan (CRD# 3114162) is an Investment Advisor Representative working at Lpl Financial LLC in Whittier, CA and has over 25 years of experience in the finance industry.
Dora Valles (CRD# 4243359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Howard Wess (CRD# 2738294) is an Investment Advisor Representative working at Cuso Financial Services in Whittier, CA and has over 27 years of experience in the finance industry.
Gregory Wilson (CRD# 6849983) is an Investment Advisor Representative working at Ortiz World Wealth in Whittier, CA and has over 5 years of experience in the finance industry.
George Zuluaga (CRD# 5831343) is an Investment Advisor Representative working at Avina Financial Group, Inc. in Bellflower, CA and has over 13 years of experience in the finance industry.
Alma-araceli Alvarez (CRD# 6016735) is an Investment Advisor Representative working at Primerica Advisors in Whittier, CA and has over 12 years of experience in the finance industry.
Nataly Brito (CRD# 5422341) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Whittier, CA and has over 16 years of experience in the finance industry.