-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Francis (CRD# 1604588) is an Investment Advisor Representative working at Francis Capital Management, LLC in Venice, CA and has over 27 years of experience in the finance industry.
Peter Gardiner (CRD# 1297370) is an Investment Advisor Representative working at The Investment House LLC in Venice, CA and has over 29 years of experience in the finance industry.
Susanne Meline (CRD# 4781259) is an Investment Advisor Representative working at Francis Capital Management, LLC in Venice, CA and has over 7 years of experience in the finance industry.
Joshua Steen (CRD# 6004775) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, CA and has over 12 years of experience in the finance industry.
Xin Dean (CRD# 7369543) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, CA and has over 2 years of experience in the finance industry.
Mark Nedlin (CRD# 4045674) is an Investment Advisor Representative working at Mgn And Co LLC in Venice, CA and has over 4 years of experience in the finance industry.
Jason Rounick (CRD# 7778645) is an Investment Advisor Representative working at Rounick Capital Management LLC in Venice, CA and has 1 year of experience in the finance industry.
Mark Tennenbaum (CRD# 7497529) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has over 2 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...