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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
Patrick Dailey (CRD# 2475693) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Santa Margarita, CA and has over 29 years of experience in the finance industry.
David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Urmimala Dasgupta (CRD# 5652415) is an Investment Advisor Representative working at Veda Financial Investment Advisory in Newport Beach, CA and has over 10 years of experience in the finance industry.
Jeffrey Dewan (CRD# 5512142) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has over 20 years of experience in the finance industry.
Raymond Dicius (CRD# 2814636) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Wells, CA and has over 27 years of experience in the finance industry.
Terri Dicius (CRD# 1570840) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Wells, CA and has over 37 years of experience in the finance industry.
James Estes (CRD# 2484236) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 29 years of experience in the finance industry. James Estes 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.
Samuel Fahsholtz (CRD# 6534888) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 7 years of experience in the finance industry. Samuel Fahsholtz 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.
Joseph Ferree (CRD# 1173801) is an Investment Advisor Representative working at Sequoia Wealth, LLC in Palm Springs, CA and has over 10 years of experience in the finance industry.
Thomas Flanagan (CRD# 1248955) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Desert, CA and has over 40 years of experience in the finance industry.