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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
Young Chung (CRD# 2835165) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry.
Christopher Clapinski (CRD# 5322161) is an Investment Advisor Representative working at Cuso Financial Services, LP in Rancho Mirage, CA and has over 16 years of experience in the finance industry.
Allan Clark (CRD# 1004171) is an Investment Advisor Representative working at Lincoln Investment in Indio, CA and has over 42 years of experience in the finance industry.
Ruairi Clerkin (CRD# 5140041) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 17 years of experience in the finance industry.
Francisco Cossio-Franco (CRD# 5957829) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.
Ernest Cox (CRD# 4326252) is an Investment Advisor Representative working at Independent Financial Group, LLC in Indio, CA and has over 22 years of experience in the finance industry.
Dana Crosby (CRD# 2314538) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Rancho Mirage, CA and has over 30 years of experience in the finance industry. Dana Crosby 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.
David Cutter (CRD# 2306621) is an Investment Advisor Representative working at David Cutter, Financial Planner in Idyllwild, CA and has over 21 years of experience in the finance industry. David Cutter 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.
Brett D'orlando (CRD# 4834120) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.
Rudy Dahbura (CRD# 6188029) is an Investment Advisor Representative working at West Wealth Group, LLC in Indian Wells, CA and has over 10 years of experience in the finance industry.