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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
Brian Ephraim (CRD# 3066936) is an Investment Advisor Representative working at Commonwealth Financial Network in Capistrano Beach, CA and has over 25 years of experience in the finance industry. Brian Ephraim 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.
Joshua Escalante Troesh (CRD# 6910288) is an Investment Advisor Representative working at Purposeful Strategic Partners in Alta Loma, CA and has over 7 years of experience in the finance industry. Joshua Escalante Troesh 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.
Samuel Escobar (CRD# 4630070) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 21 years of experience in the finance industry.
David Espinosa (CRD# 4244579) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Upland, CA and has over 22 years of experience in the finance industry.
Anthony Espinoza (CRD# 7008863) is an Investment Advisor Representative working at Edward Jones in Yucaipa, CA and has over 5 years of experience in the finance industry.
Jesse Espinoza (CRD# 4567929) is an Investment Advisor Representative working at Creative Planning in Corona, CA and has over 21 years of experience in the finance industry.
Douglas Esquer (CRD# 6230981) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redlands, CA and has over 9 years of experience in the finance industry.
Brandon Estrada (CRD# 6015465) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redlands, CA and has over 12 years of experience in the finance industry. Brandon Estrada 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.
Larry Etzweiler (CRD# 855267) is an Investment Advisor Representative working at Eagle Strategies LLC in Redlands, CA and has over 28 years of experience in the finance industry.
Angie Feng (CRD# 4722434) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 17 years of experience in the finance industry.