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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
Quentin Bubb (CRD# 6414762) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 8 years of experience in the finance industry.
Rachel Bubb (CRD# 6989425) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 5 years of experience in the finance industry. Rachel Bubb 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.
Scott Buchanan (CRD# 4627659) is an Investment Advisor Representative working at Royal American Financial Advisors, LLC in Menifee, CA and has over 19 years of experience in the finance industry.
Robert Bullock (CRD# 2358911) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 30 years of experience in the finance industry.
John Bunge (CRD# 6320040) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Beaumont, CA and has over 9 years of experience in the finance industry.
Gregory Butler (CRD# 2503912) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.
Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry. Yisen Cai 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.
Darren Canada (CRD# 1935924) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hemet, CA and has over 29 years of experience in the finance industry. Darren Canada 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.
Sandra Caprine-Esquer (CRD# 1983013) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redlands, CA and has over 33 years of experience in the finance industry.
Jasin Carlen (CRD# 2812112) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Corte Madera, CA and has over 27 years of experience in the finance industry.