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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
Glenn Cunningham (CRD# 2976530) is an Investment Advisor Representative working at GC Asset Management in Temecula, CA and has over 21 years of experience in the finance industry. Glenn Cunningham 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Dale Curtis (CRD# 5800950) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Temecula, CA and has over 12 years of experience in the finance industry.
David Cutter (CRD# 2306621) is an Investment Advisor Representative working at David Cutter, Financial Planner in Idyllwild, CA and has over 21 years of experience in the finance industry. David Cutter 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.
Jamil Dada (CRD# 1803694) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 30 years of experience in the finance industry.
Scott Dauenhauer (CRD# 2936635) is an Investment Advisor Representative working at Meridian Wealth Management, Inc. in Murrieta, CA and has over 26 years of experience in the finance industry. Scott Dauenhauer 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.
Andrew Davies (CRD# 3275556) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 24 years of experience in the finance industry.
Rudy De La Torre (CRD# 6379937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redlands, CA and has over 9 years of experience in the finance industry.
Catherine Deel (CRD# 6128772) is an Investment Advisor Representative working at The Ameriflex Group in Murrieta, CA and has over 11 years of experience in the finance industry.
Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Riverside, CA and has over 10 years of experience in the finance industry.
Jonathan Dickson (CRD# 6786619) is an Investment Advisor Representative working at Edward Jones in Fallbrook, CA and has over 6 years of experience in the finance industry.