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Distance Only Lake Forest, 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
Jayne Marie P. Sullivan (CRD# 2539896) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 29 years of experience in the finance industry.
Robert Rainey (CRD# 1794685) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Forest, CA and has over 27 years of experience in the finance industry.
William Ramires (CRD# 1865403) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Forest, CA and has over 34 years of experience in the finance industry.
Michael Robertson (CRD# 6485012) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lake Forest, CA and has over 8 years of experience in the finance industry.
Craig Rutledge (CRD# 1800720) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Forest, CA and has over 25 years of experience in the finance industry.
Gary Sherwold (CRD# 1353782) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 33 years of experience in the finance industry.
Jason Simard (CRD# 2709436) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 26 years of experience in the finance industry. Jason Simard 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.
Robert Stanton (CRD# 1160237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest, CA and has over 39 years of experience in the finance industry.
Juan Toledano (CRD# 4133113) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry.
Dale Wood (CRD# 1212906) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Forest, CA and has over 39 years of experience in the finance industry. Dale Wood 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.