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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
David Leach (CRD# 1252833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Desert, CA and has over 40 years of experience in the finance industry.
Steven Leach (CRD# 4715516) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beaumont, CA and has over 20 years of experience in the finance industry.
Marsha Lee (CRD# 1028237) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 41 years of experience in the finance industry.
Daniel Levine (CRD# 1054339) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Desert, CA and has over 38 years of experience in the finance industry.
David Levinson (CRD# 705929) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Newport Beach, CA and has over 42 years of experience in the finance industry.
Haddon Libby (CRD# 3063645) is an Investment Advisor Representative working at Winslow Drake, Inc. in Cathedral City, CA and has over 25 years of experience in the finance industry.
Jeffrey Litel (CRD# 6990043) is an Investment Advisor Representative working at Edward Jones in Yucca Valley, CA and has over 5 years of experience in the finance industry.
Patrick Lizza (CRD# 5985854) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 12 years of experience in the finance industry.
Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 39 years of experience in the finance industry.
Brette Maclean (CRD# 5470794) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 16 years of experience in the finance industry.