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Distance Only Thousand Oaks, 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
Donald Kennedy (CRD# 4150151) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Thousand Oaks, CA and has over 24 years of experience in the finance industry.
Stuart Laba (CRD# 4568235) is an Investment Advisor Representative working at Edward Jones in Thousand Oaks, CA and has over 21 years of experience in the finance industry.
Chinh Lai (CRD# 5550201) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 15 years of experience in the finance industry.
Christopher Lamia (CRD# 2374768) is an Investment Advisor Representative working at Forum Financial Management, LP in Thousand Oaks, CA and has over 30 years of experience in the finance industry. Christopher Lamia 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.
Colby Laxton (CRD# 6813105) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 5 years of experience in the finance industry.
Jing Liu (CRD# 5205036) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 16 years of experience in the finance industry.
Erik Lundring (CRD# 2246753) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thousand Oaks, CA and has over 31 years of experience in the finance industry.
Lynn Lundring (CRD# 314502) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thousand Oaks, CA and has over 34 years of experience in the finance industry.
Christopher Mattern (CRD# 5202739) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 16 years of experience in the finance industry.
Terri McGray (CRD# 1906340) is an Investment Advisor Representative working at Longevity Capital Management in Thousand Oaks, CA and has over 26 years of experience in the finance industry. Terri McGray 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.