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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
Glenn Andrews (CRD# 1517629) is an Investment Advisor Representative working at Bma Advisors, LLC in La Quinta, CA and has over 35 years of experience in the finance industry.
Richard Balance (CRD# 6324182) is an Investment Advisor Representative working at Innovative Wealth Partners, LLC in Indian Wells, CA and has over 10 years of experience in the finance industry.
Cyndie Barone (CRD# 4461295) is an Investment Advisor Representative working at Lpl Financial LLC in Cathedral City, CA and has over 22 years of experience in the finance industry. Cyndie Barone 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.
Mark Berube (CRD# 1555856) is an Investment Advisor Representative working at Patriot Advisory Group in La Quinta, CA and has over 37 years of experience in the finance industry.
Robert Binkele (CRD# 2393598) is an Investment Advisor Representative working at Dst Wealth Management LLC in Indian Wells, CA and has over 29 years of experience in the finance industry.
Jon-marc Blalock (CRD# 6433805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 9 years of experience in the finance industry.
Lawrence Blumenfeld (CRD# 1127692) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Rancho Mirage, CA and has over 40 years of experience in the finance industry.
Michael Borders (CRD# 4961654) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Springs, CA and has over 18 years of experience in the finance industry.
Veronica Borders (CRD# 4047371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 22 years of experience in the finance industry.
Dylan Brennan (CRD# 4409676) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Indio, CA and has over 22 years of experience in the finance industry.