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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
Randy Barkley (CRD# 1178154) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 32 years of experience in the finance industry. Randy Barkley 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.
Jeffrey Barlow (CRD# 2389890) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ana, CA and has over 30 years of experience in the finance industry.
John Barnes (CRD# 5986996) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 12 years of experience in the finance industry.
Christopher Barney (CRD# 4823856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 19 years of experience in the finance industry.
Lester Baron (CRD# 5665479) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has over 14 years of experience in the finance industry.
Eric Barrett (CRD# 6270635) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 10 years of experience in the finance industry.
Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 16 years of experience in the finance industry. Casey Bartels 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.
Harry Barth (CRD# 13891) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 38 years of experience in the finance industry. Harry Barth 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.
Travis Bartsch (CRD# 3274076) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Riverside, CA and has over 24 years of experience in the finance industry.
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 11 years of experience in the finance industry.