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EP Wealth Advisors
Carrie Sax
Financial Advisor
Location
Compensation
Morgan Stanley
Jeffrey Praino
Financial Advisor
Location
Compensation
CANFIN WEALTH MANAGEMENT
Tony Mahabir
CEO, Private Wealth Manager
Certified Management Consultant, Chartered Investment Manager, Real Wealth Manager
Location
Compensation
PINNACLE Financial Strategies, LLC
James Conrad
note that I am inactive with my CPA currently, AIF
Location
Compensation
Branning Wealth Management, LLC
Jason Branning
Location
Compensation
Wells Fargo Advisors
Mike Berman
Senior Financial Advisor Vice President-Investments
Location
Compensation
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Nicholas Chlumsky
First Vice President - Investment Officer
Location
Compensation
Torrey Pines Bank
Natalie Do
Senior Vice President, Sr. Relationship Manager
Location
Compensation
JNBA Financial Advisors
Haley Frecon
Advisor
Location
Compensation
Cambridge Investment Research, Inc.
Juanita Olson
Financial Advisor
CAP, CASL, LUTCF
Location
Compensation