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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
Hai Dao (CRD# 6760038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Cucamonga, CA and has over 6 years of experience in the finance industry.
Alfred De La O (CRD# 5455834) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 16 years of experience in the finance industry.
Mark Deily (CRD# 4253301) is an Investment Advisor Representative working at Deimark Corp in Rancho Cucamonga, CA and has over 20 years of experience in the finance industry.
Casey Dettorre (CRD# 5311424) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 16 years of experience in the finance industry. Casey Dettorre 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.
Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Riverside, CA and has over 10 years of experience in the finance industry.
Charles Dinise (CRD# 4770465) is an Investment Advisor Representative working at Advisory Alpha, LLC in Ontario, CA and has over 19 years of experience in the finance industry.
Alexandra Dodds (CRD# 5532256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 15 years of experience in the finance industry.
Kathleen Donnelly (CRD# 6746173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Justin Dorado (CRD# 6386744) is an Investment Advisor Representative working at Pnc Investments in Riverside, CA and has over 9 years of experience in the finance industry.
Allen Drake (CRD# 4679918) is an Investment Advisor Representative working at Royale Investment Advisor LLC in Lake Mathews, CA and has over 20 years of experience in the finance industry.