-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jason Purvis (CRD# 6541734) is an Investment Advisor Representative working at Secure Investment Management, LLC in Oak Hills, CA and has over 7 years of experience in the finance industry. Jason Purvis 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.
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.
Rodney Sanders (CRD# 3125896) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Victorville, CA and has over 25 years of experience in the finance industry.
Sandra Senft (CRD# 5746504) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 14 years of experience in the finance industry.
Paul Smith (CRD# 2957908) is an Investment Advisor Representative working at Lpl Financial LLC in San Bernardino, CA and has over 26 years of experience in the finance industry.
Juan Vargas (CRD# 5417928) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Apple Valley, CA and has over 16 years of experience in the finance industry.
Stephen Watts (CRD# 2801163) is an Investment Advisor Representative working at Lpl Financial LLC in Apple Valley, CA and has over 26 years of experience in the finance industry.
Jamie Wolcott Peters (CRD# 5650772) is an Investment Advisor Representative working at Edward Jones in Big Bear Lake, CA and has over 14 years of experience in the finance industry.
John Ali (CRD# 6267841) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Victorville, CA and has over 10 years of experience in the finance industry.
Jacob Anderson (CRD# 7781422) is an Investment Advisor Representative working at Edward Jones in Lake Arrowhead, CA and has 1 year of experience in the finance industry.