-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Phillip Naman (CRD# 2471583) is an Investment Advisor Representative working at Lpl Financial LLC in Banning, CA and has over 29 years of experience in the finance industry.
David Altman (CRD# 1871039) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 35 years of experience in the finance industry.
Deborah Ames (CRD# 6321676) is an Investment Advisor Representative working at Primerica Advisors in Redlands, CA and has over 9 years of experience in the finance industry.
Steven Antinucci (CRD# 2865754) is an Investment Advisor Representative working at Lpl Financial LLC in Yucaipa, CA and has over 26 years of experience in the finance industry.
Alicia Arciniega (CRD# 4942070) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 15 years of experience in the finance industry.
Jason Bahramian (CRD# 6463878) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 7 years of experience in the finance industry.
Cyndie Barone (CRD# 4461295) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cathedral City, CA and has over 22 years of experience in the finance industry. Cyndie Barone 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.
Rolando Bautista (CRD# 3169342) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Jacinto, CA and has over 24 years of experience in the finance industry.
Kristina Bell-Taylor (CRD# 3078300) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 25 years of experience in the finance industry.
Roy Bennett (CRD# 2857389) is an Investment Advisor Representative working at Western International Securities in Redlands, CA and has over 27 years of experience in the finance industry.