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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
Leonard Cole (CRD# 2421588) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry. Leonard Cole 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.
Scott Coleman (CRD# 6420958) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Riverside, CA and has over 8 years of experience in the finance industry.
Stephen Collins (CRD# 1230531) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Riverside, CA and has over 32 years of experience in the finance industry.
Victor Collins (CRD# 1668377) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has over 29 years of experience in the finance industry.
Tamara Colon (CRD# 3248101) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 20 years of experience in the finance industry.
David Connor (CRD# 2993364) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 26 years of experience in the finance industry.
Kent Cooper (CRD# 2678690) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Redlands, CA and has over 28 years of experience in the finance industry.
Karen Corcoran (CRD# 5759515) is an Investment Advisor Representative working at Corcoran Wealth Management LLC in Temecula, CA and has over 13 years of experience in the finance industry.
Brent Corlew (CRD# 4908208) is an Investment Advisor Representative working at Primerica Advisors in Canyon Lake, CA and has over 18 years of experience in the finance industry.
Martin Corona (CRD# 5863392) is an Investment Advisor Representative working at Primerica Advisors in San Bernardino, CA and has over 11 years of experience in the finance industry.