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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
Jamil Dada (CRD# 1803694) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 30 years of experience in the finance industry.
Hai Dao (CRD# 6760038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Cucamonga, CA and has over 6 years of experience in the finance industry.
Truman Day (CRD# 854891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 39 years of experience in the finance industry.
Alfred De La O (CRD# 5455834) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 16 years of experience in the finance industry.
Rudy De La Torre (CRD# 6379937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redlands, CA and has over 9 years of experience in the finance industry.
Tommy Degraw (CRD# 6472640) is an Investment Advisor Representative working at Cuso Financial Services in Redlands, CA and has over 8 years of experience in the finance industry.
Mark Deily (CRD# 4253301) is an Investment Advisor Representative working at Deimark Corp in Rancho Cucamonga, CA and has over 20 years of experience in the finance industry.
David Dekoekkoek (CRD# 1898457) is an Investment Advisor Representative working at David De Koekkoek, Cfp, Ea in Ontario, CA and has over 22 years of experience in the finance industry. David Dekoekkoek 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.
Casey Dettorre (CRD# 5311424) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 16 years of experience in the finance industry. Casey Dettorre 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.
Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Riverside, CA and has over 10 years of experience in the finance industry.