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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
Gilberto Cardenas (CRD# 6418506) is an Investment Advisor Representative working at Primerica Advisors in Temecula, CA and has over 8 years of experience in the finance industry.
Craig Carper (CRD# 3195687) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 24 years of experience in the finance industry.
Rita Cepeda (CRD# 6891346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 6 years of experience in the finance industry.
Robert Charlebois (CRD# 2977034) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Temecula, CA and has over 23 years of experience in the finance industry.
Jeffry Cole (CRD# 2437637) 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. Jeffry 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.
Jeffry Cole (CRD# 6791844) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry. Jeffry 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.
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.
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.
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.
Harold Craig (CRD# 1581013) is an Investment Advisor Representative working at Edward Jones in Temecula, CA and has over 13 years of experience in the finance industry.