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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
Jack Knight (CRD# 1793148) is an Investment Advisor Representative working at Eagle Strategies LLC in San Bernardino, CA and has over 33 years of experience in the finance industry.
Phillip Levy (CRD# 5325276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bernardino, CA and has over 16 years of experience in the finance industry.
Christopher Lindsay (CRD# 5014987) is an Investment Advisor Representative working at Cbl Wealth Management in Hesperia, CA and has over 18 years of experience in the finance industry.
Christopher Martin (CRD# 4179127) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Apple Valley, CA and has over 23 years of experience in the finance industry.
Richard McBurney (CRD# 7071747) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 5 years of experience in the finance industry.
Michelle Meisner (CRD# 6006739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Apple Valley, CA and has over 5 years of experience in the finance industry.
Yerel Morales (CRD# 4157375) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hesperia, CA and has over 11 years of experience in the finance industry.
Michael Natzic (CRD# 2259618) is an Investment Advisor Representative working at Hilltop Securities Inc. in Big Bear Lake, CA and has over 26 years of experience in the finance industry.
Lisa Patterson (CRD# 3233520) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 24 years of experience in the finance industry.
John Robins (CRD# 1388071) is an Investment Advisor Representative working at Lpl Financial LLC in San Bernardino, CA and has over 27 years of experience in the finance industry.