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Distance Only Costa Mesa, 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
Gideon Bernstein (CRD# 2530560) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 28 years of experience in the finance industry.
Lance Blount (CRD# 4625718) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 21 years of experience in the finance industry. Lance Blount 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.
Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Costa Mesa, CA and has over 38 years of experience in the finance industry.
Thomas Burnor (CRD# 2759877) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Marie Cammack (CRD# 4599611) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.
David Campbell (CRD# 2395643) is an Investment Advisor Representative working at Qualified Plan Advisory, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Greg Cancino (CRD# 6351417) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Rey Carandang (CRD# 4690831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Costa Mesa, CA and has over 19 years of experience in the finance industry.
Dan Carney (CRD# 1685706) is an Investment Advisor Representative working at Carney Portfolio Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.
Jenice Carter (CRD# 6270872) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.