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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
Alexandra Dodds (CRD# 5532256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 15 years of experience in the finance industry.
Kathleen Donnelly (CRD# 6746173) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Justin Dorado (CRD# 6386744) is an Investment Advisor Representative working at Pnc Investments in Corona, CA and has over 9 years of experience in the finance industry.
Allen Drake (CRD# 4679918) is an Investment Advisor Representative working at Royale Investment Advisor LLC in Lake Mathews, CA and has over 20 years of experience in the finance industry.
Todd Dreyer (CRD# 1686143) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 25 years of experience in the finance industry. Todd Dreyer 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.
Richard Duby (CRD# 2986754) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 26 years of experience in the finance industry.
Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Fiduciary Benefits Group in Lake Elsinore, CA and has over 16 years of experience in the finance industry.
Daniel Dunn (CRD# 3105100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coto De Caza, CA and has over 25 years of experience in the finance industry.
Paul Dunnicliffe (CRD# 5380808) is an Investment Advisor Representative working at Commonwealth Financial Network in Murrieta, CA and has over 16 years of experience in the finance industry.
Scott Eason (CRD# 3038249) is an Investment Advisor Representative working at Missionsquare Retirement in Murrieta, CA and has over 26 years of experience in the finance industry. Scott Eason 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.