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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
Matthew Li (CRD# 4634626) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Glendora, CA and has over 21 years of experience in the finance industry.
Evan Loomis (CRD# 5279085) is an Investment Advisor Representative working at Loomis Financial Consulting in Glendora, CA and has over 16 years of experience in the finance industry.
Ross Lopez (CRD# 4068954) is an Investment Advisor Representative working at Planmember Securities Corporation in Glendora, CA and has over 24 years of experience in the finance industry.
Christopher Matheson (CRD# 2934388) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glendora, CA and has over 26 years of experience in the finance industry.
Robert McClure (CRD# 2083664) is an Investment Advisor Representative working at Mcclure Investment Management, LLC in Glendora, CA and has over 32 years of experience in the finance industry.
Sheila McClure (CRD# 2083666) is an Investment Advisor Representative working at Mcclure Investment Management, LLC in Glendora, CA and has over 31 years of experience in the finance industry.
Scott McCullah (CRD# 841702) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glendora, CA and has over 41 years of experience in the finance industry.
Michael Neeley (CRD# 6158934) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glendora, CA and has over 11 years of experience in the finance industry.
Matthew Phillips (CRD# 5299441) is an Investment Advisor Representative working at Lincoln Investment in Glendora, CA and has over 7 years of experience in the finance industry. Matthew Phillips 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.
Yvonne Prince (CRD# 3003182) is an Investment Advisor Representative working at Cwm, LLC in Glendora, CA and has over 20 years of experience in the finance industry.