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Distance Only Murrieta, CA
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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
Nalin Bhatt (CRD# 4697755) is an Investment Advisor Representative working at Fireplace Financial Inc. in Murrieta, CA and has over 20 years of experience in the finance industry.
Michael Brown (CRD# 1004752) is an Investment Advisor Representative working at The Ameriflex Group in Murrieta, CA and has over 23 years of experience in the finance industry. Michael Brown 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.
Scott Chon (CRD# 1550976) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murrieta, CA and has over 26 years of experience in the finance industry.
Kari Cierley (CRD# 4632006) is an Investment Advisor Representative working at Edward Jones in Murrieta, CA and has over 21 years of experience in the finance industry.
Victor Collins (CRD# 1668377) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has over 30 years of experience in the finance industry.
Daniel Crosby (CRD# 1007109) is an Investment Advisor Representative working at Pacific Empire Financial in Murrieta, CA and has over 17 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.
Catherine Deel (CRD# 6128772) is an Investment Advisor Representative working at The Ameriflex Group in Murrieta, CA and has over 11 years of experience in the finance industry.
Paul Dunnicliffe (CRD# 5380808) is an Investment Advisor Representative working at Commonwealth Financial Network in Murrieta, CA and has over 16 years of experience in the finance industry.