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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
Barrick Smart (CRD# 829239) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 34 years of experience in the finance industry.
John Stark (CRD# 2398529) is an Investment Advisor Representative working at Planmember Securities Corporation in Redlands, CA and has over 30 years of experience in the finance industry.
Lanny Stout (CRD# 1407760) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 37 years of experience in the finance industry.
Bob Tan (CRD# 3052685) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 25 years of experience in the finance industry.
Jennifer Turner (CRD# 2167574) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 30 years of experience in the finance industry.
Neal Waner (CRD# 1295838) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 36 years of experience in the finance industry. Neal Waner 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.
Salli Wells (CRD# 1374926) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 29 years of experience in the finance industry.
James Wilson (CRD# 4445002) is an Investment Advisor Representative working at Diligent Investors, LLC in Redlands, CA and has over 22 years of experience in the finance industry.
Sam Yue (CRD# 5208784) is an Investment Advisor Representative working at Primerica Advisors in Redlands, CA and has over 17 years of experience in the finance industry.
Carlos Almazan (CRD# 6478978) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 8 years of experience in the finance industry.