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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
Carlos Bolanos (CRD# 1803758) is an Investment Advisor Representative working at Avantax Advisory Services in Claremont, CA and has over 19 years of experience in the finance industry.
Jim Bootsma (CRD# 2087134) is an Investment Advisor Representative working at Newedge Advisors in Ontario, CA and has over 33 years of experience in the finance industry.
Michael Bosman (CRD# 2724809) is an Investment Advisor Representative working at Bosman Wealth Management, LLC in Redlands, CA and has over 24 years of experience in the finance industry.
Andrew Boyd (CRD# 1073601) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 33 years of experience in the finance industry.
Robert Boyd (CRD# 1350467) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 34 years of experience in the finance industry.
Martin Brander (CRD# 2881303) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lucerne Valley, CA and has over 26 years of experience in the finance industry.
Ellen Brasee (CRD# 3058868) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 25 years of experience in the finance industry. Ellen Brasee 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.
Gerard Brass (CRD# 6624439) is an Investment Advisor Representative working at Primerica Advisors in Colton, CA and has over 8 years of experience in the finance industry.
Haris Breining (CRD# 6640129) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Redlands, CA and has over 7 years of experience in the finance industry.
William Brooksby (CRD# 4499826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Victorville, CA and has over 22 years of experience in the finance industry.