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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
Michael Crean (CRD# 6163436) is an Investment Advisor Representative working at Lpl Financial LLC in Upland, CA and has over 7 years of experience in the finance industry.
Richard Crean (CRD# 56840) is an Investment Advisor Representative working at Lpl Financial LLC in Upland, CA and has over 23 years of experience in the finance industry.
Stephanie Crean (CRD# 6984179) is an Investment Advisor Representative working at Lpl Financial LLC in Upland, CA and has over 5 years of experience in the finance industry. Stephanie Crean 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 Crosby (CRD# 1007109) is an Investment Advisor Representative working at Pacific Empire Financial in Murrieta, CA and has over 16 years of experience in the finance industry.
Garrett Cunningham (CRD# 1898087) is an Investment Advisor Representative working at Commonwealth Financial Network in Upland, CA and has over 30 years of experience in the finance industry.
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.
Scott Dauenhauer (CRD# 2936635) is an Investment Advisor Representative working at Meridian Wealth Management, Inc. in Murrieta, CA and has over 26 years of experience in the finance industry. Scott Dauenhauer 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.
Andrew Davies (CRD# 3275556) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 24 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.