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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
Michael Bader (CRD# 5039985) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has 1 year of experience in the finance industry.
Daniel Baker (CRD# 5311341) is an Investment Advisor Representative working at Trinity Capital Management, LLC in Ontario, CA and has over 16 years of experience in the finance industry. Daniel Baker 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.
Henry Balanza (CRD# 4623951) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 21 years of experience in the finance industry.
Thomas Balas (CRD# 4977795) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange, CA and has over 18 years of experience in the finance industry.
Harry Bald (CRD# 1653773) is an Investment Advisor Representative working at Primerica Advisors in Riverside, CA and has over 36 years of experience in the finance industry.
Erinleigh Baldivia (CRD# 5315633) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fontana, CA and has over 8 years of experience in the finance industry.
Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
Debasish Banerjee (CRD# 1555979) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 33 years of experience in the finance industry.
Robert Banis (CRD# 2708111) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 28 years of experience in the finance industry.
Anca Barbat (CRD# 5626970) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 15 years of experience in the finance industry.