-
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
Kathleen Donnelly (CRD# 6746173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Justin Dorado (CRD# 6386744) is an Investment Advisor Representative working at Pnc Investments in Corona, CA and has over 9 years of experience in the finance industry.
Jesse Espinoza (CRD# 4567929) is an Investment Advisor Representative working at Creative Planning in Corona, CA and has over 21 years of experience in the finance industry.
Scott Foties (CRD# 1271139) is an Investment Advisor Representative working at Lpl Financial LLC in Corona, CA and has over 13 years of experience in the finance industry.
Randall Francis (CRD# 6981057) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry. Randall Francis 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.
Artemio Garza (CRD# 5377138) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corona, CA and has over 16 years of experience in the finance industry.
Christopher Gendreau (CRD# 1337400) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 38 years of experience in the finance industry.
Joshua Giles (CRD# 6903467) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.
Richard Higbee (CRD# 4935043) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 18 years of experience in the finance industry.
Tipton Huffman (CRD# 1864075) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Corona, CA and has over 28 years of experience in the finance industry.