-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Wayne Barnes (CRD# 4917076) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Buena Park, CA and has over 19 years of experience in the finance industry.
Edward Barnett (CRD# 4228017) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has over 19 years of experience in the finance industry.
Christopher Barney (CRD# 4823856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 19 years of experience in the finance industry.
Michael Barnhill (CRD# 4476393) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Long Beach, CA and has over 21 years of experience in the finance industry.
Lester Baron (CRD# 5665479) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ontario, CA and has over 14 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.