Years of Experience
5-20+ Years
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Grant Robert Withers is a financial advisor with Capital Group Private Client Services, Inc.. Grant is a registered investment advisor with the states of California, Georgia, Illinois, Nevada, New York, and Texas. Grant has been in the industry since 2007. Grant has passed the Series 7, Series 31, and Series 66 exams. Before joining Capital Group Private Client Services, Inc., Grant worked for First Foundation Advisors, Capital Guardian Trust Company, and Capital Bank and Trust Company.
SPECIALIZATIONS
Los Angeles, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Gilbert Sanchez is a financial advisor at UBS Financial Services Inc. Gilbert is a registered representative and investment advisor representative. Gilbert has been in the financial services industry since July 14, 2013. Gilbert holds the Series 3, 7, 9, 10, 63, and 66 securities licenses. Gilbert has been registered with UBS Financial Services Inc. since November 19, 2020. Gilbert was previously registered with Comerica Securities and Zecco Trading, Inc..
SPECIALIZATIONS
Los Angeles, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Austin Tyler Barger is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Austin Tyler Barger is licensed in 52 states. Austin Tyler Barger has 1 state exam, 2 product exams, and 7 approved SRO registrations, including FINRA. Austin Tyler Barger currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in their Los Angeles office.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Evan Robert Levy is a financial advisor currently registered with Lido in California, Florida, Texas and Washington. Evan has been in the industry since June 2013 and specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations and pooled investment vehicles. Evan is also experienced in financial planning, selection of other advisors, and portfolio management.
SPECIALIZATIONS
Los Angeles, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Farid Yasharel is a financial professional with over 30 years of experience in the industry. Daniel is a Certified Financial Planner and Chartered Financial Consultant with a focus on providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Daniel is currently registered with Osaic Wealth, Inc. and NWF Advisory Services Inc., where he provides investment advisory services through fee-based accounts and financial planning. Daniel has also worked with 1717 Capital Management Company, MetLife Securities Inc., and Metropolitan Life Insurance Company in previous roles. Daniel is licensed to provide investment advice in multiple states and is committed to providing personalized financial guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Los Angeles, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Edwards is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with MML Investors Services, LLC. Prior to joining MML Investors Services, LLC, Jeffrey was a financial advisor at Northwestern Mutual Investment Services, LLC for 15 years. Jeffrey is a Certified Financial Planner and holds Series 63, 66, 7, and SIE licenses. Jeffrey has a history of working with clients in a variety of industries, including insurance, financial planning, and wealth management. Jeffrey's specializations include asset allocation, financial planning, portfolio management, and pension consulting. Jeffrey provides financial planning services to individuals, families, and businesses.
SPECIALIZATIONS
Los Angeles, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Matan Stein is a financial advisor with over 10 years of experience in the industry. He is currently registered with Citigroup Global Markets Inc. in California and has been with the firm since August 2016. Prior to joining Citigroup, he was employed with J.P. Morgan Securities LLC in New York. Matan Stein holds Series 6, 7, 63 and 65 licenses. He specializes in asset allocation advice, financial planning, pension consulting and portfolio management for individuals and businesses. Matan Stein has a strong track record of providing high-quality financial advice to his clients and is committed to helping them achieve their financial goals.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Robert Cooke is an investment advisor representative with Broxton Capital Advisors. Robert has been in the industry since 1994 and is registered in California and Puerto Rico. Broxton Capital Advisors provides portfolio management services to individuals and businesses. Their services include portfolio management for businesses, portfolio management for individuals, and other services. Broxton Capital Advisors currently has a total of 94 accounts under management, totaling $29,434,207 in assets.
SPECIALIZATIONS
Los Angeles, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Joe Chan is a registered representative with Oppenheimer & Co. Inc., working in the LOS ANGELES, CA office. Joe has been in the financial services industry since 2011 and has passed a number of licensing exams including the Series 66, Series 7, Series 99TO and SIE. Joe is also a registered investment advisor, having been licensed in CA in 2015. Joe has previously worked at UBS Financial Services Inc. where they were registered between 2011 and 2015. Joe is registered to provide financial advice in 22 states.
SPECIALIZATIONS
