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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
Nila Tatum (CRD# 1206315) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 29 years of experience in the finance industry.
Thuy Tran (CRD# 6302554) is an Investment Advisor Representative working at Kyur, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Vinh Tran (CRD# 1839412) is an Investment Advisor Representative working at Kyur, Inc. in Newport Beach, CA and has over 28 years of experience in the finance industry.
John Ulshafer (CRD# 2202612) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Palm Desert, CA and has over 32 years of experience in the finance industry.
Mark Vivian (CRD# 4061308) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Springs, CA and has over 24 years of experience in the finance industry.
David Walkush (CRD# 4138083) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Leilani Walkush (CRD# 4609490) is an Investment Advisor Representative working at Breakwater Investment Group, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Melvin Walters (CRD# 2023572) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cathedral City, CA and has over 34 years of experience in the finance industry.
Neal Wilson (CRD# 1849565) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 34 years of experience in the finance industry.
Timothy Wood (CRD# 6645249) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cathedral City, CA and has over 5 years of experience in the finance industry.