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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
Christopher Austin (CRD# 5874196) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 13 years of experience in the finance industry.
Louis Avalos (CRD# 4694771) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 20 years of experience in the finance industry.
Silvia Aviles (CRD# 3020559) is an Investment Advisor Representative working at Western Growers Financial Services in Irvine, CA and has over 9 years of experience in the finance industry.
Jack Azar (CRD# 1392551) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 29 years of experience in the finance industry. Jack Azar 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.
Betty Azmoon (CRD# 2257224) is an Investment Advisor Representative working at Lpl Financial LLC in Anaheim Hills, CA and has over 31 years of experience in the finance industry.
Patricia Bacho (CRD# 6500040) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Irvine, CA and has over 6 years of experience in the finance industry.
Dalia Badajos (CRD# 1457053) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irvine, CA and has over 37 years of experience in the finance industry.
Jason Bahramian (CRD# 6463878) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 8 years of experience in the finance industry.
Michael Bailey (CRD# 1661367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rancho Cucamonga, CA and has over 25 years of experience in the finance industry. Michael Bailey 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.
Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 16 years of experience in the finance industry. Daniel Baker 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.