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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.
Joshua Coniglio (CRD# 6290332) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 8 years of experience in the finance industry. Joshua Coniglio 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.
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.
Gregory Cooley (CRD# 2876905) is an Investment Advisor Representative working at Ignite Planners LLC in San Clemente, CA and has over 26 years of experience in the finance industry. Gregory Cooley 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.
Bryan Cooper (CRD# 6742676) is an Investment Advisor Representative working at Commonwealth Financial Network in Mira Loma, CA and has over 5 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.