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Distance Only Arcadia, 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
Isaac Taylor (CRD# 6147019) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Arcadia, CA and has over 11 years of experience in the finance industry.
Carlos Tseng (CRD# 6374232) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 9 years of experience in the finance industry.
Anthony Valazza (CRD# 1845259) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Arcadia, CA and has over 22 years of experience in the finance industry.
Henry Wong (CRD# 3140682) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 22 years of experience in the finance industry.
Johnny Wong (CRD# 5911494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 13 years of experience in the finance industry.
Hungkwang Wu (CRD# 1585449) is an Investment Advisor Representative working at Bright Light Capital Advisor in Arcadia, CA and has over 29 years of experience in the finance industry.
Minglun Wu (CRD# 2176557) is an Investment Advisor Representative working at Equitable Advisors, LLC in Arcadia, CA and has over 27 years of experience in the finance industry.
Ping Shuang Wu (CRD# 4924232) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arcadia, CA and has over 16 years of experience in the finance industry.
Guofeng Xu (CRD# 6447911) is an Investment Advisor Representative working at Fengcapital LLC in Arcadia, CA and has over 10 years of experience in the finance industry.
Bonnie Yam (CRD# 4465731) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Arcadia, CA and has over 22 years of experience in the finance industry. Bonnie Yam 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.