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Distance Only San Clemente, 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
David Allred (CRD# 2496873) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 29 years of experience in the finance industry.
Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 23 years of experience in the finance industry. Clinton Brown 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.
Patrick Calderigi (CRD# 2316983) is an Investment Advisor Representative working at Lpl Financial LLC in San Clemente, CA and has over 31 years of experience in the finance industry.
Kelly Clyde (CRD# 4825839) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Clemente, CA and has over 19 years of experience in the finance industry. Kelly Clyde 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 Coady (CRD# 2169394) is an Investment Advisor Representative working at Wealthmark Advisory Group, LLC in San Clemente, CA and has over 32 years of experience in the finance industry.
Gregory Cooley (CRD# 2876905) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 27 years of experience in the finance industry. Gregory Cooley 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.
Thomas Crider (CRD# 3009424) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Clemente, CA and has over 26 years of experience in the finance industry.
Saivaroon Diehl (CRD# 1437119) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in San Clemente, CA and has over 26 years of experience in the finance industry.
Arlon Enmeier (CRD# 1000999) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Clemente, CA and has over 39 years of experience in the finance industry.
Christopher Ferraro (CRD# 5510252) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Clemente, CA and has over 15 years of experience in the finance industry.