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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
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.
Michael Barrows (CRD# 2933260) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 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 17 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.
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.
Constantine Basdakis (CRD# 1425737) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Irvine, CA and has over 38 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.
Michael Bates (CRD# 2818951) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Riverside, CA and has over 27 years of experience in the finance industry.
Nicholas Bautista (CRD# 5560293) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 11 years of experience in the finance industry. Nicholas Bautista 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.
Quincy Baynes (CRD# 5959936) is an Investment Advisor Representative working at Empower Financial Wealth Management LLC in Rancho Cucamonga, CA and has over 12 years of experience in the finance industry.
Shannon Beahan (CRD# 5201080) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry. Shannon Beahan 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.