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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
James Barr (CRD# 1786490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fountain Valley, CA and has over 32 years of experience in the finance industry.
James Barr (CRD# 3046234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cerritos, CA and has over 23 years of experience in the finance industry.
Jeffrey Barrera (CRD# 2941346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cypress, CA and has over 26 years of experience in the finance industry.
Eric Barrett (CRD# 6270635) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 10 years of experience in the finance industry.
Natalie Barron (CRD# 4902966) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 18 years of experience in the finance industry. Natalie Barron 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.
Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 17 years of experience in the finance industry. Casey Bartels 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.
Stephanie Bartels (CRD# 5601457) is an Investment Advisor Representative working at Edward Jones in Seal Beach, CA and has over 15 years of experience in the finance industry.
Harry Barth (CRD# 13891) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 38 years of experience in the finance industry. Harry Barth 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.
Travis Bartsch (CRD# 3274076) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Riverside, CA and has over 24 years of experience in the finance industry.
Rebecca Basba (CRD# 3066570) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 25 years of experience in the finance industry.