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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
Bruce Bandemer (CRD# 4042335) is an Investment Advisor Representative working at Equitable Advisors, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.
Lisa Banning (CRD# 3192570) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 25 years of experience in the finance industry.
Christopher Barbata (CRD# 6627710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temecula, CA and has over 8 years of experience in the finance industry.
Howard Barker (CRD# 6918037) is an Investment Advisor Representative working at Invicta Financial Group in San Diego, CA and has over 5 years of experience in the finance industry.
Vincent Baroldi (CRD# 4784970) is an Investment Advisor Representative working at Baroldi Gundersen Financial Advisors LLC in Foothill Ranch, CA and has over 20 years of experience in the finance industry.
Denise Barrett (CRD# 6377547) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry.
Michael Barta (CRD# 1614376) is an Investment Advisor Representative working at Lpl Financial LLC in Cardiff By The Sea, CA and has over 29 years of experience in the finance industry.
Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 24 years of experience in the finance industry.
Blake Baxter (CRD# 6178132) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 5 years of experience in the finance industry.
Rodney Beary (CRD# 4110232) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry. Rodney Beary 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.