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Distance Metro area (25 miles)
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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
Rebecca Albert (CRD# 4785517) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 5 years of experience in the finance industry.
Carlos Arias (CRD# 3174333) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Claremont, CA and has over 25 years of experience in the finance industry.
Armando Armenta (CRD# 6388608) is an Investment Advisor Representative working at Edward Jones in Claremont, CA and has over 9 years of experience in the finance industry.
Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 12 years of experience in the finance industry.
Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 9 years of experience in the finance industry.
Carlos Bolanos (CRD# 1803758) is an Investment Advisor Representative working at Avantax Advisory Services in Claremont, CA and has over 19 years of experience in the finance industry.
Janet Button (CRD# 1105050) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 26 years of experience in the finance industry.
Hilary Campbell (CRD# 1600187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, CA and has over 32 years of experience in the finance industry.
John Campbell (CRD# 2550804) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Claremont, CA and has over 29 years of experience in the finance industry.