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Distance Only Brea, 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
Danielle Blunt (CRD# 4187597) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brea, CA and has over 23 years of experience in the finance industry. Danielle Blunt 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.
Phillip Bracey (CRD# 1435778) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brea, CA and has over 23 years of experience in the finance industry. Phillip Bracey 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.
Sean Bracey (CRD# 5797158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Raz Bracha (CRD# 6884352) is an Investment Advisor Representative working at The Ameriflex Group in Brea, CA and has over 5 years of experience in the finance industry.
David Bravo (CRD# 4188033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 23 years of experience in the finance industry.
Freddie Brown (CRD# 6205279) is an Investment Advisor Representative working at Lpl Financial LLC in Brea, CA and has over 9 years of experience in the finance industry.
Robert Bruechert (CRD# 1038042) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 36 years of experience in the finance industry.
Valerie Bullock (CRD# 6496927) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 8 years of experience in the finance industry.
Melissa Burda (CRD# 5225443) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brea, CA and has over 16 years of experience in the finance industry.
Meileh Burns (CRD# 5479444) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 15 years of experience in the finance industry.