Distance Metro area (25 miles)
- 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
Shelly Malone-Howe (CRD# 4462045) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Rialto, CA and has over 14 years of experience in the finance industry.
Larry McCarty (CRD# 2201894) is an Investment Advisor Representative working at Commonwealth Financial Network in Anaheim Hills, CA and has over 25 years of experience in the finance industry. Larry McCarty 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.
Christine Brand (CRD# 2645544) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Corona, CA and has over 19 years of experience in the finance industry.