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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
John Fountain (CRD# 2908403) is an Investment Advisor Representative working at Palomar Advisors Inc. in Temecula, CA and has over 26 years of experience in the finance industry.
Lily Franco (CRD# 6994016) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 5 years of experience in the finance industry.
David Fricke (CRD# 6534310) is an Investment Advisor Representative working at Edward Jones in Yucaipa, CA and has over 8 years of experience in the finance industry.
Brent Frisbee (CRD# 2627372) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Temecula, CA and has over 28 years of experience in the finance industry.
Jason Galardy (CRD# 5034681) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Corona, CA and has over 17 years of experience in the finance industry.
Chirho Garcia (CRD# 4688632) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murrieta, CA and has over 20 years of experience in the finance industry.
Alvin Gebhart (CRD# 1005905) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 41 years of experience in the finance industry. Alvin Gebhart 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.
Donna Gebhart (CRD# 2708528) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 28 years of experience in the finance industry.
Joshua Goldsmith (CRD# 5199694) is an Investment Advisor Representative working at Lpl Financial LLC in Temecula, CA and has over 17 years of experience in the finance industry.
Jose Gonzalez (CRD# 2871182) is an Investment Advisor Representative working at Lpl Financial LLC in Fontana, CA and has over 27 years of experience in the finance industry.